Serve member-owners through relationship-based financial solutions as a Financial Advisor at Servus Credit Union’s Legacy Branch in Calgary. This full-time role is on-site.
Servus Credit Union seeks a values-aligned advisor to strengthen trust, support financial fitness, and maintain a positive community image. Reporting to the Branch Manager, you will contribute to marketing plans, referrals, product knowledge, teamwork, and compliant member service. The role requires at least two years of relevant experience and a high school diploma.
Key Responsibilities:

Build long-term relationships with members and owners
Provide customized financial solutions and member support
Participate in corporate and branch marketing initiatives
Refer members to Wealth Management and external providers
Support audits, procedures, and fraud-risk controls
Requirements:

At least two years of retail banking or related experience
High school diploma required
Sales or customer service experience preferred
Post-secondary Finance studies preferred
Investment Funds in Canada Course and License preferred
Support Servus member-owners with relationship building, financial knowledge, and compliant solutions from the Legacy Branch.

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Financial Advisor Member Solutions Servus