Calgary Ab Personal banking advisor Jobs – 38 Openings This Week

Financial Advisor/ Senior Financial Advisor - Sunridge Branch
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
11d
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Calgary, AB
- Weekends as needed
- Agile
- Financial services
- Communication skills
7d
Banking advisor
National Bank of Canada —Calgary, AB
- $49,000–$60,700 a year
- Full-time
- English
- Analysis skills
- Wellness program
- Employee assistance program
7d
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Calgary, AB
- Weekends as needed
- Bilingual
- English
- Agile
7d
Financial Advisor - Member Contact Centre
Servus Credit Union —Calgary, AB
- Weekends as needed
- Remote
- Sales
- Customer service
- Finance
- Profit sharing
Quick apply
4d
Banking Advisor
National Bank of Canada —Calgary, AB
- Full-time
- Customer service
- English
- Wellness program
- Employee assistance program
Banking Advisor
National Bank of Canada —Calgary, AB
- Full-time
- Customer service
- English
- Wellness program
- Employee assistance program
Private Banking Associate
BMO Financial Group —Calgary, AB
- $45,500–$84,500 a year
- Full-time
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
Administrative Assistant
CIBC —Calgary, AB
- Full-time
- Administrative experience
- Organizational skills
Sales (Fitness Advisor) - Calgary Richmond Square
GoodLife Fitness —Calgary, AB
- $17 an hour
- Full-time
- Sales
- Time management
Bilingual Fraud Advisor Advice Centre
Royal Bank of Canada —Calgary, AB
- Full-time
- Bilingual
- Customer service
- English
ScotiaMcLeod Administrative Assistant
Scotiabank —Calgary, AB
- Organizational skills
- Communication skills
- Time management
- Paid time off
5d
Business Advisor - Regional Opportunities - Calgary, AB
Scotiabank —Calgary, AB
- No university degree
- Organizational skills
- Business
17h
Senior Advisor Transformation and Analytics
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- Bilingual
- English
- Java
- Wellness program
- Employee assistance program
4d
Investment Specialist
HUB International —Calgary, AB
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- Travel
- Tuition reimbursement
- Paid time off
Business Advisor - Aspen Woods, Calgary, AB (Temporary - 1 Year)
Scotiabank —Calgary, AB
- No university degree
- Organizational skills
- Business
5d
Senior Legal Advisor
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- Bilingual
- Bar
- English
- Wellness program
- Employee assistance program
Financial Advisor - CIRO-ID
CIBC —Calgary, AB
- Full-time
5d
Agricultural Advisory Associate - Alberta or Southwest Ontario
Scotiabank —Calgary, AB
- Finance
- Accounting
- Associate's degree
4d
Manager, Retail Virtual Advice Delivery
Scotiabank —Calgary, AB
- Remote
- Sales
- Presentation skills
- In-person
5d

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personal banking advisor jobs near calgary ab

Financial Advisor/ Senior Financial Advisor - Sunridge Branch

Servus Credit Union -
Calgary, AB

Quick apply

Job details

Permanent
11 days ago

Qualifications

Investment
Sales
Customer service
Post-secondary education
High school diploma or GED
Communication skills

Full job description

Join Servus Credit Union - Canada’s Largest Credit Union!

We are hiring for a Financial Advisor/ Senior Financial Advisor in our Sunridge Branch.

Posting Closes: July 24th, 4:00 pm

For Internal Use Only: Financial Advisor/S2b, Senior Financial Advisor/S3b

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

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

What you’ll be doing:

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

What you bring:

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

Preference will be given to internal candidates with the following education/certificates:

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

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!

Employment Eligibility for external candidates: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

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Refine Your Search

personal banking advisor jobs in calgary ab

Financial Advisor/ Senior Financial Advisor - Sunridge Branch

Home Advisor, RBC Advice Centre

Banking advisor

Bilingual Home Advisor, RBC Advice Centre

Financial Advisor - Member Contact Centre

Banking Advisor

Banking Advisor

Private Banking Associate

Administrative Assistant

Sales (Fitness Advisor) - Calgary Richmond Square

Bilingual Fraud Advisor Advice Centre

ScotiaMcLeod Administrative Assistant

Business Advisor - Regional Opportunities - Calgary, AB

Senior Advisor Transformation and Analytics

Investment Specialist

Business Advisor - Aspen Woods, Calgary, AB (Temporary - 1 Year)

Senior Legal Advisor

Financial Advisor - CIRO-ID

Agricultural Advisory Associate - Alberta or Southwest Ontario

Manager, Retail Virtual Advice Delivery

I want to receive the latest job alerts for personal banking advisor in calgary ab

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