Job Title

Financial Advisor Nanton Branch Posting Closes: April 30th, 2026 At Servus Credit Union, we do things differentlybecause were a credit union, not a bank. We believe in putting people before profits, which is why our members are also our owners. Were looking for passionate, valuesdriven people to join our team. What Youll Be Doing Identifying opportunities to match members with the right products and solutions that help shape their financial fitness Meeting and exceeding sales targets and referral goals Participating and assisting in business development plans through corporate/branch marketing campaigns Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.) Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers Building a comprehensive knowledge of the local market, competitive offers, and economic trends Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss Providing outstanding member experience by adhering to Servus'' best practices Contributing to Servus'' unparalleled culture of teamwork, positivity, and collaboration Maintaining Servus'' positive image in the community What You Bring To qualify, you will need at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service, and a high school diploma. Preference will be given to candidates with the following education/certificates: Post-secondary education in Finance (or related studies) Investment Funds in Canada Course & License (IFIC) Personal Financial Service Advice (PFSA) Financial Planning I (FP1) Benefits Competitive compensation including performance-based incentive pay and profit share Training & Development Opportunities Career Advancement Potential Flexible work options Meaningful work towards individual and corporate goals Opportunities to get involved and give back through an employee volunteer program Employment Eligibility for external candidates The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union. Diversity & Inclusion At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you dont check every box, we encourage you to apply. #J-18808-Ljbffr