Financial Advisor - Entwistle

We are hiring for a Financial Advisor for our Entwistle Branch. Employment Status: In-person; Full-time; 37.5 hours per week. Posting Closes: September 30, 2026 For Internal Use only: S2; B Reporting to the Branch Manager, the primary objective of the Financial Advisor is to develop long-term, trust-based relationships with members by providing customized financial solutions that address their unique needs and aspirations. A key aspect of the role is educating members using wealth and debt management concepts, as well as proactively referring or cross-selling additional products and services. The Financial/Senior Financial Advisor will support individual, branch, and corporate initiatives, actively participating in campaigns that advance the growth and profitability of the credit union. As an ambassador of the credit union, the Financial/Senior Financial Advisor fosters an environment where members feel welcomed and supported, perceive staff as knowledgeable, and recognize the credit union as a responsible corporate citizen. Through excellence in service and financial guidance, this role plays a vital part in enhancing the financial well-being of members and advancing the credit union’s reputation and success. What you'll be doing: * Educate and assist members in using all service delivery channels, including digital and self-serve options, to ensure a seamless experience. * Referring to internal partnership, small business, wealth etc * Provide advice around small business lending transactions and mutual funds advisor conversations. * Review reports on new accounts and term maturities to identify variances, taking necessary action or escalating issues to internal personnel. * Conduct routine loan audits by reviewing reports, identifying issues, and initiating corrective actions as per established procedures. * Apply risk management policies and audit control standards in daily work to maintain compliance and mitigate risks. * Ensure all daily activities align with safety, legal, and privacy requirements in accordance with policies and procedures. * Audit conscious, no cash write-off, new account openings, AML, credit & deposit compliance, adhere to First time right (credit) compliance. * Adhere to all mutual fund's requirements. * Identify personal professional development goals and complete related activities to enhance employee engagement and enablement. * Actively participate in regular goal-setting meetings and coaching sessions to support continuous growth and performance. * Incorporate Members First Common Activities into daily routines, including proactive outreach strategies. * Conduct outbound calls, retention calls, proactive follow-ups, and pre-booked appointments to promote member retention, growth, and acquisition. * Demonstrate the member connection / pillars of advice (financial planning behaviors) with all types of transactions to influence solution ratio. * Participate in business development activities with internal (AG, Business, Wealth) and external (realtors etc) partners (team Servus). What you bring: To qualify, you will need the following: * 3-4 years' experience in a customer service. * 2- 3- years' experience in retail lending/credit and investments with a demonstrated ability to build member relationships. * Complex lending experience. * Demonstrated achievement of sales targets. * Proficient in using technology, including mobile banking applications, with strong computer literacy and the ability to quickly learn new systems and tools. 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) If this sounds like you and you are excited to be a part of this exciting opportunity, we want to hear from you! Most importantly, we're looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We're not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve. Why Servus? Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: * 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 At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks! What happens next? We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. 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 don't check every box, we encourage you to apply! Qualified applicants are invited to apply online. We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. #indh

The Financial Advisor develops long-term, trust-based relationships by providing customized financial solutions and educating members on wealth and debt management. They also support branch initiatives, conduct outbound sales activities, and ensure compliance with risk management and audit standards.

Candidates must have 3-4 years of customer service experience and 2-3 years of retail lending or investment experience. Proficiency in technology and strong relationship-building skills are essential for this role.

• Health and wellness programs • Vacation • Retirement savings programs • Competitive compensation • Performance-based incentive pay • Profit share • Training and development opportunities • Career advancement potential • Flexible work options • Employee volunteer program

• Service à la clientèleSouhaitée
• VenteSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial advising
• Wealth management
• Debt management
• Small business lending
• Mutual funds
• Customer service
• Retail lending
• Risk management
• Audit control
• Relationship building
• Sales
• Financial planning
• Proactive outreach
• Computer literacy
• Mobile banking applications
• Outbound Calls
• Influencing Skills
• Business Lending
• Cross-Selling
• Influencing Without Authority
• Curiosity
• Goal Setting
• Quick Learning
• Auditing
• Business Development
• Investments
• Customer Service
• Computer Literacy
• Debt Management Planning
• Employee Engagement
• Finance
• Financial Services
• Financial Planning
• Loans
• Risk Management
• Mobile Banking
• Coaching
• Anti Money Laundering

• Finance & Accounting
• Sales
• Customer Service & Support
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Études secondaires

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

38 heures par semaine