banking advisor Jobs

Financial Advisor - Member Contact Centre
Servus Credit Union —Calgary, AB
- Weekends as needed
- Remote
- Sales
- Customer service
- Finance
- Profit sharing
Quick apply
Tangerine Advisor
Tangerine Bank —Toronto, ON
- Bilingual
- Sales
- Customer service
Universal Financial Associate - Hanna
Servus Credit Union —Hanna, AB
- Sales
- Finance
- High school diploma or GED
- Profit sharing
Quick apply
Wealth Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Financial Consultant - St. Claude Branch
Assiniboine Credit Union Ltd —St. Claude, MB
- Presentation skills
- Dental care
Wealth Associate
National Bank of Canada —Shawinigan, QC
- Part-time
- Hybrid work
- Customer service
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Member Experience Advisor - Lomond (Casual)
Servus Credit Union —Lomond, AB
- Part-time
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
5d
Financial Advisor/ Senior Financial Advisor - Rimbey
Servus Credit Union —Rimbey, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
6d
Senior Lending Advisor -Bayfield North Branch, Barrie ON
Scotiabank —Barrie, ON
- Sales
- Salesforce
- Negotiation
Senior Lending Advisor - Collingwood Branch, ON
Scotiabank —Collingwood, ON
- Sales
- Salesforce
- Negotiation
Financial Consultant - Elie Branch
Assiniboine Credit Union Ltd —Elie, MB
- Presentation skills
- Dental care
5d
Regional Supervisor
Canaccord Genuity Corp. —Toronto, ON
- $85,000–$95,000 a year
- Full-time
- Microsoft Office
- Organizational skills
Financial Advisor - Crossings Lethbridge
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- Computer skills
- Profit sharing
Quick apply
1d
Member Experience Advisor - Athabasca
Servus Credit Union —Athabasca, AB
- Part-time
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
9d
Member Services Representative- St. Georges Branch
Assiniboine Credit Union Ltd —St. Georges, MB
- Part-time
- Customer service
- Cash handling
- Communication skills
- Dental care
14d
Vice President of Finance
Earthscape Play —Wallenstein, ON
- $150,000–$180,000 a year
- Full-time
- ERP systems
- Accounting
- In-person
- Profit sharing
- Dental care
Quick apply
Member Service Representative (9 Month Term) - Notre Dame De Lourdes Branch
Assiniboine Credit Union Ltd —Notre Dame De Lourdes, MB
- Customer service
- Cash handling
- Communication skills
- Dental care
Senior Financial Advisor - Bracebridge, ON
Scotiabank —Bracebridge, ON
- Sales
Senior Financial Advisor - Weston Road & Toryork Drive, Toronto, ON
Scotiabank —Toronto, ON
- Sales
Senior Financial Advisor - Elliot Lake, ON
Scotiabank —Elliot Lake, ON
- Sales

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Financial Advisor - Member Contact Centre

Servus Credit Union -
Calgary, AB

Quick apply

Job details

Permanent

Qualifications

Sales
Customer service
Call center
Post-secondary education
Finance
High school diploma or GED
Negotiation

Full job description

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

We are hiring for full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre!

Employment Status: Full-time, successful candidates must be currently residing in Alberta.

Additional Information: This full-time position has the expectation to work flexible shifts, as our contact centre is open 24 hours, Monday-Sunday, including rotational shifts of days, evenings, weekends, and holidays. The scheduled hours for this role will be between 6:00 AM to 10:00 PM.

Posting closes: Until Filled

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 Team Lead, your primary objective is to develop long term relationships with members, building trust, and delivering customized financial solutions that help them feel good about their money.

What you'll be doing:

Answering member inquires and provide exceptional member service via inbound calls, emails, chat, SMS, video calls.
Demonstrating excellent sales techniques, strong negotiation skills, and the ability to close deals, along with a professional telephone manner and strong multi-tasking abilities.
Providing consistently fantastic member experience by adhering to standards and guidelines.
Consistently being proactive in identifying and pursuing sales opportunities to match every member with the right products and solutions that enhance their financial fitness.
Assisting members regarding technical inquiries or requests related to their online and mobile banking needs (e.g., setting passwords, updating member database, security-related tasks, etc.).
Participating in individual, Contact Centre, and corporate campaigns while adhering to call quality standards

What you bring:

To qualify, you will need at least 2 years of successful sales experience with measured targets, preferably in customer service or retail banking, and a high school diploma.

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

Call centre experience
Post-secondary education in Finance (or related studies)

Moreover, we are highly motivated in hiring candidates with flexible schedules, as the position requires day, evening, and weekend shift commitments.

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.

Posting Closes: Until Filled

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

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

Quick apply

Refine Your Search

Financial Advisor - Member Contact Centre

Tangerine Advisor

Universal Financial Associate - Hanna

Wealth Associate

Financial Consultant - St. Claude Branch

Wealth Associate

Member Experience Advisor - Lomond (Casual)

Financial Advisor/ Senior Financial Advisor - Rimbey

Senior Lending Advisor -Bayfield North Branch, Barrie ON

Senior Lending Advisor - Collingwood Branch, ON

Financial Consultant - Elie Branch

Regional Supervisor

Financial Advisor - Crossings Lethbridge

Member Experience Advisor - Athabasca

Member Services Representative- St. Georges Branch

Vice President of Finance

Member Service Representative (9 Month Term) - Notre Dame De Lourdes Branch

Senior Financial Advisor - Bracebridge, ON

Senior Financial Advisor - Weston Road & Toryork Drive, Toronto, ON

Senior Financial Advisor - Elliot Lake, ON

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