Financial Advisor Associate

Summary

The job is for a full-time Financial Advisor Associate at Servus Credit Union's Whitecourt branch. The role involves supporting members with banking needs, preparing documents, handling discussions with walk-in members, and processing daily transactions. The candidate should have at least 1 year of retail banking or sales experience and a high school diploma.

Requirements

• At least 1 year of retail banking or sales experience
• High school diploma

Responsibilities

• Prepare documents for member meetings
• Provide regular proactive contact and follow-up with members
• Handle discussions with walk-in members
• Perform a variety of administrative and branch support activities
• Process daily banking transactions and recommend products and services

Preferred Qualifications

• Post-secondary education in Finance (or related studies)
• IFIC certification

Benefits

• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program
• Health and wellness benefits
• Vacation
• Retirement savings programs
• Being a member of the credit union with additional perks