Overview
Senior Financial Advisor Ponoka Branch Jobs in Ponoka, Canada at Servus Credit Union
Location: Ponoka
Servus Credit Union seeks a Senior Financial Advisor for its Ponoka Branch. Engage with members, offer personalized solutions, and achieve sales targets while fostering financial wellness.
As a Senior Financial Advisor at Servus Credit Union in Ponoka, you will identify and align financial products with members’ needs. Your expertise in retail banking and investment services will drive business development and exceptional service. You’ll participate in marketing campaigns and stay informed about competitive offers to enhance member satisfaction.
Key Responsibilities:
• Match members with financial products for their needs
• Achieve sales and referral targets regularly
• Engage in business development through marketing initiatives
• Maintain comprehensive knowledge of banking products
• Ensure compliance with regulations and best practices
Requirements:
• Minimum 2 years in retail banking or financial services
• Post-secondary education in Finance or related field
• Investment Funds in Canada Course (IFIC) certification
• Personal Financial Service Advice (PFSA) certification
• Financial Planning I (FP1) certification preferred
Enhance financial health for our community members while growing your career with Servus Credit Union.
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Title: Senior Financial Advisor Ponoka Branch
Company: Servus Credit Union
Location: Ponoka, Canada
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