Alberta Financial advisor servus Jobs – 44 Openings This Week

Financial Advisor - Entwistle
Servus Credit Union —Entwistle, AB
- Customer service
- Computer literacy
- Business development
- Profit sharing
Quick apply
Agriculture Banking Advisor
Servus Credit Union —Barrhead, AB
- Sales
- Business development
- Analysis skills
- Profit sharing
Quick apply
Member Experience Advisor - Grande Cache
Servus Credit Union —Grande Cache, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
Universal Financial Associate -Hanna
Servus Credit Union —Hanna, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
10d
Universal Financial Associate - Fort Saskatchewan
Servus Credit Union —Fort Saskatchewan, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
5d
Financial Advisor - Delton
Servus Credit Union —Edmonton, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
1d
Financial Advisor/ Senior Financial Advisor - Ponoka
Servus Credit Union —Ponoka, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
13d
Member Experience Advisor - Three Hills
Servus Credit Union —Three Hills, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
Financial Advisor/ Senior Financial Advisor - Lacombe
Servus Credit Union —Lacombe, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
13d
Member Experience Advisor - Lac La Biche (Casual)
Servus Credit Union —Lac La Biche, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
1d
Member Experience Advisor - Morinville (Casual)
Servus Credit Union —Morinville, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
Financial Advisor - Taradale
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
1d
Universal Financial Associate - Kingsway Banking Centre
Servus Credit Union —Edmonton, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
2d
Universal Financial Associate - Taradale
Servus Credit Union —Calgary, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
Financial Advisor/ Senior Financial Advisor - Airdrie/Temporary 8 month contract
Servus Credit Union —Airdrie, AB
- Temporary
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
20h
Member Experience Advisor - Palisades
Servus Credit Union —Edmonton, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
14d
Member Experience Advisor - Grimshaw
Servus Credit Union —Grimshaw, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
6d
Member Experience Advisor - 149th Street
Servus Credit Union —Edmonton, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
2d
Member Experience Advisor - Namao Centre (Casual)
Servus Credit Union —Edmonton, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
13d
Assistant Branch Manager - St. Albert
Servus Credit Union —St. Albert, AB
- Sales
- Business development
- Financial services
- Profit sharing
Quick apply

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financial advisor servus jobs near alberta

Financial Advisor - Entwistle

Servus Credit Union -
Entwistle, AB

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Job details

Permanent

Qualifications

Investment
Outbound sales
Banking & lending experience
Customer retention
Finance
Customer service
Computer literacy
Mobile applications
Workplace safety policies
Post-secondary education
Anti-money laundering
Cross-selling
Business development
Client services
Sales orientation
Risk management
Customer service orientation
Anti-Money Laundering and Anti-Terrorist Financing Regulations
Computer skills
Financial services
Outbound calling
Customer acquisition

Full job description

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

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Refine Your Search

financial advisor servus jobs in alberta

Financial Advisor - Entwistle

Agriculture Banking Advisor

Member Experience Advisor - Grande Cache

Universal Financial Associate -Hanna

Universal Financial Associate - Fort Saskatchewan

Financial Advisor - Delton

Financial Advisor/ Senior Financial Advisor - Ponoka

Member Experience Advisor - Three Hills

Financial Advisor/ Senior Financial Advisor - Lacombe

Member Experience Advisor - Lac La Biche (Casual)

Member Experience Advisor - Morinville (Casual)

Financial Advisor - Taradale

Universal Financial Associate - Kingsway Banking Centre

Universal Financial Associate - Taradale

Financial Advisor/ Senior Financial Advisor - Airdrie/Temporary 8 month contract

Member Experience Advisor - Palisades

Member Experience Advisor - Grimshaw

Member Experience Advisor - 149th Street

Member Experience Advisor - Namao Centre (Casual)

Assistant Branch Manager - St. Albert

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