United Way of Calgary and AreaCalgary
The successful candidate will report to the Director Community Strategies, CI&P department, and will work collaboratively with CI&P team members in supporting implementation of key priorities and actions related to UWCA’s community strategies.
The Government...
WSP Global Inc.Calgary
The Opportunity
WSP is currently seeking an Administrative Assistant, Supply Chain Management (SCM) to join our team located at our Calgary office. This position is reporting to the Director, Supply Chain Management. The role is essential...
AirswiftCalgary
Airswift is seeking a SCM Contract & Sourcing Specialist – Capital Projects.Calgary AB on a 12-month contract.Basic Purpose/Accountabilities.The SCM Contract & Sourcing Specialist is an integral role elevating our requirement for commercial expertise with external suppliers and contractors and devel...
AdeccoCanada
Training Simulator Administrator .Adecco is currently recruiting for a.Training Simulator Administrator.This role is with one of our public sector client based in Ottawa.The successful candidate must have a valid .The Training Simulator Administrator will have the following responsibilities:.Ensure ...
Vaco LannickCalgary
engineering (applied sciences & aerospace) and technology sectors (artificial intelligence, hardware engineering). We are owned entirely by the founding partners & directors. The Company is run by a small team of talented and sophisticated professionals out...
CanadianNanny.caCalgary
Are you an experienced and caring nanny in Calgary, Alberta? Our family is in search of a nurturing individual to provide exceptional care for our newborn.We are offering a competitive hourly rate of $20.This part-time opportunity includes light housekeeping and meal prep.As parents, we understand t...
Bayshore HealthCareCalgary
of tasks required for the proper functioning of the clinic in the interest of providing members with the best service possible;Assist physician during clinic hours, a physician can be a medical doctor, Physician Assistant or a Nurse Practitioner;Along...
The Alex Community Health CentreCalgary
Reporting to Susan Simpson, the Chief Financial Officer (CFO), and working closely with Joy Bowen-Eyre, the Chief Executive Officer (CEO), the Director, Fund Development will determine both the short and long-term strategy for the fund development...
Get new jobs by email!
Get email updates for the latest Assistant Director jobs in Calgary
It's free, and you can cancel email updates at any time
Mobile Financial Advisor
Calgary | apply.workable.com |
Posting Closes: May 15th, 4:00 pm/mountain standard time
Employment Status: Full-time, 37.5 hours per week.
Compensation: $52,121 to $72,869 per annum (depending on experience)
District: Calgary South Region
Requirement to travel to the following locations: (Okotoks, High River, Seton, Mt. Royal, Legacy, McKenzie Towne, Inglewood & Buffalo Run)
• Due to the nature of this role, interested candidates must hold a valid drivers license and own a reliable vehicle.
Servus is growing! We are currently looking for Mobile Financial Advisors to join our team.
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
As a Mobile Financial Advisor your primary goal 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.
More specifically, the scope of your responsibilities will include, but are not limited to:
• 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 finding out 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
• Demonstrate the ability to quickly adapt to different locations, team dynamics, and membership base
• Maintaining Servus' positive image in the community
Requirements
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.
Although not required, the following education/certificates are valuable assets:
• 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.
Benefits
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:
• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more, click here.
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 services we provide … with a few additional perks!
What happens next?
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.
Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don’t check every box we encourage you to apply!
#indh
Employment Status: Full-time, 37.5 hours per week.
Compensation: $52,121 to $72,869 per annum (depending on experience)
District: Calgary South Region
Requirement to travel to the following locations: (Okotoks, High River, Seton, Mt. Royal, Legacy, McKenzie Towne, Inglewood & Buffalo Run)
• Due to the nature of this role, interested candidates must hold a valid drivers license and own a reliable vehicle.
Servus is growing! We are currently looking for Mobile Financial Advisors to join our team.
Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
As a Mobile Financial Advisor your primary goal 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.
More specifically, the scope of your responsibilities will include, but are not limited to:
• 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 finding out 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
• Demonstrate the ability to quickly adapt to different locations, team dynamics, and membership base
• Maintaining Servus' positive image in the community
Requirements
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.
Although not required, the following education/certificates are valuable assets:
• 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.
Benefits
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:
• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Competitive Compensation including performance-based incentive pay
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more, click here.
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 services we provide … with a few additional perks!
What happens next?
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.
Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus, so even if you don’t check every box we encourage you to apply!
#indh
Recommended jobs: