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Financial Advisor Innisfail Branch

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Servus Credit Union
πŸ“ innisfail, Canada
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Location innisfail
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Posted June 06, 2026
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Commute Local Area
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Job Description

Become a pivotal part of Servus Credit Union as a Financial Advisor at the Innisfail Branch. This full-time role focuses on building trust-based relationships while providing personalized financial solutions.

As a Financial Advisor, you'll report directly to the Branch Manager and engage with members to offer comprehensive wealth and debt management education. Your responsibilities will also include proactively cross-selling products and contributing to branch growth. You’ll foster an environment of excellence and support, enhancing the credit union’s reputation.

Key Responsibilities:
β€’ Educate members on service delivery channels
β€’ Provide lending and investment advice
β€’ Review new account reports for variances
β€’ Conduct loan audits for compliance
β€’ Actively pursue cross-selling initiatives

Requirements:
β€’ 3-4 years in customer service
β€’ 2-3 years in retail lending and investments
β€’ Proven sales tar...

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πŸ“ Location Details

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City
innisfail
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Country
Canada
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Commute
Local Area

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