Financial Advisor at Servus Taradale

Servus Credit Union

Full-time Other-General
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Location
calgary, ab, Canada
Posted
July 13, 2026

Job Description

Become a Financial Advisor at Servus Credit Union in Taradale. Develop strong member relationships and provide tailored financial solutions that enhance their financial fitness.
This role reports to the Branch Manager and requires at least two years of retail banking experience, preferably in sales. You will identify financial opportunities for members while achieving sales targets and assisting with business development. A thorough understanding of banking products and excellent communication skills are essential for this position.
Key Responsibilities:
• Identify member needs and match with suitable products
• Exceed sales targets and referral goals consistently
• Participate in corporate marketing campaigns for business growth
• Develop knowledge of investment and banking services
• Provide exceptional member experiences following best practices
Requirements:
• Minimum 2 years in retail banking or related experience
• High school diploma required, post-...