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Connect First Credit Union
Full-Time Financial Advisor in Three HillsConnect First Credit Union • Central Alberta (Stettler), ca
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Full-Time Financial Advisor in Three Hills

Full-Time Financial Advisor in Three Hills

Connect First Credit Union • Central Alberta (Stettler), ca
8 days ago
Job type
  • Full-time
Job description
Join our Three Hills Branch as a Financial Advisor, focusing on building trust-based relationships while offering tailored financial solutions. This full-time, in-person role emphasizes educating members on wealth and debt management.

As a Financial Advisor, you will report to the Assistant Branch Manager and be instrumental in developing customized financial strategies for our members. You will engage in proactive outreach, participate in business development activities, and ensure compliance using risk management policies. Your role supports individual, branch, and corporate initiatives to promote growth within the credit union.

Key Responsibilities: • Educate members on service delivery channels • Advise on small business lending and mutual funds • Review new accounts and term maturities • Conduct routine loan audits and take corrective actions • Participate in goal-setting meetings and coaching sessions

Requirements: • 3-4 years’ experience in customer service • 2-3 years’ in retail lending/credit and investments • Complex lending experience required • Achievement of sales targets • Proficient with technology and mobile banking

Enhance financial well-being at our Three Hills Branch while fostering strong member relationships. #J-18808-Ljbffr
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Full-Time Financial Advisor in Three Hills • Central Alberta (Stettler), ca

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