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Senior Financial Advisor at Servus Credit Union

Hospitality Full Benefits Career Growth
Company

Servus Credit Union

Location

fairview, Canada

Posted

May 29, 2026

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About This Opportunity

Elevate your career as a Senior Financial Advisor at Servus Credit Union’s Legacy Branch. This role emphasizes member engagement, sales targets, and tailored financial solutions.

Servus Credit Union is seeking a Senior Financial Advisor with a minimum of two years in retail banking. You will identify opportunities for members, participate in marketing campaigns, and develop a comprehensive understanding of investment and banking services. Your excellent communication skills will enhance member relationships and contribute to team success.

Key Responsibilities:
• Identify opportunities for tailored member financial solutions
• Meet and exceed sales and referral goals
• Engage members in discussions to assess their needs
• Promote Servus' Wealth Management and Business Banking services
• Maintain compliance with audits and regulations

Requirements:
• At least 2 years in retail banking or related experience
•...