Financial Advisor at Servus Credit Union

Drive financial success as a Financial Advisor at the Lethbridge Crossings Branch of Servus Credit Union. Cultivate relationships, provide tailored advice, and enhance members' financial well-being.
As a Financial Advisor, you'll support customers through personalized financial solutions and education. Collaborate with the Branch Manager, focusing on wealth and debt management strategies. Your role is crucial in promoting trust and advancing the credit union’s initiatives through professional financial guidance.
Key Responsibilities:
• Educate members on service channels and banking tools
• Refer clients to internal partnerships and wealth management
• Conduct routine audits on loans and accounts
• Implement risk management and compliance policies
• Engage in business development activities with partners
Requirements:
• 3–4 years of customer service experience
• 2–3 years in retail lending and investing
• Complex lending experience with sales targets