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Financial Advisor - Drayton Valley at Robert Half Canada

Financial Advisor - Drayton Valley

Robert Half Canada Drayton Valley, Alberta Full-Time
48,429 CAD - 68,357 CAD/Year
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Ref ID: 05061-0012496132

Classification: Financial Advisor

Compensation: $48429.00 to $68357.00 yearly

Our client, Servus Credit Union is growing! We are currently looking for a Financial Advisor at their Drayton Valley branch.

Reporting to the Branch Manager, your primary goal is to bring Servus’ noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.

More specifically, the scope of your responsibilities will include, but are not limited to:

  • 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 finding out their immediate needs
  • Developing ongoing knowledge of Servus’ current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
  • Promoting referrals to Servus’ Wealth Management, Business Banking teams, and 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


Requirements

To qualify, you will need at least 2-5 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.

Although not required, the following education/certificates are valuable assets:

  • Post-secondary education in Finance (or related studies)
  • Investment Funds in Canada Course & License (IFIC)
  • Personal Financial Service Advice (PFSA)
  • Financial Planning I (FP1)

Moreover, Servus encourages candidates with a strong desire to learn and improve their financial intelligence! They provide extensive training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role.

Most importantly, Servus is looking for candidates with enthusiastic energy and impeccable communication skills, who are effortless in building rapport with our customers. If you are a positive, organized, and detail-oriented individual looking for a long-term career growth, then we encourage you to apply!


Benefits

Working for Servus has outstanding benefits. They offer employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of their benefits include:

  • Immediate financial service benefits
  • Group RSP programs available after 3 months
  • 3-week vacation and vacation purchase program
  • Flexible group benefit plan
  • Flexible health and/or wellness spending account
  • Employee/family assistance program
  • Profit Share
  • Servus is building a culture where diversity, equity, inclusion, and belonging are at the center of why they work and how they work. If you want to join a team of community leaders passionate in making an impact, apply now!




Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. [ Link removed ] and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at

1.888.490.5461
. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2022 Robert Half. Québec permit number AP-2000503. By clicking “Apply Now,” you’re agreeing to [ Link removed ] .

Recommended Skills

  • Attention To Detail
  • Auditing
  • Business Development
  • Commercial Banking
  • Communication
  • Customer Service

Salary Details

This salary was provided in the Job Posting.
48,429CAD-68,357CAD
Yearly Salary
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Job ID: 05061-0012496132

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