Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help members achieve financial fitness through tailored solutions and relationship building.
- Company: Join Alberta's largest member-owned credit union, celebrated for community impact and excellence.
- Benefits: Enjoy flexible work options, competitive pay, training opportunities, and a vibrant team culture.
- Why this job: Be part of a supportive team that values diversity and makes a real difference in the community.
- Qualifications: 2 years in retail banking or finance, plus a high school diploma; further education is a bonus.
- Other info: Embrace a unique culture that prioritises teamwork and member satisfaction.
The predicted salary is between 28800 - 48000 £ per year.
Posting Closes: July 25, 2025
Employment Status: Full-time – 37.5 hours per week, Permanent
Additional Branch Info: This location is open Monday to Saturday. Interested candidates must be available to work varied shifts of the branch operation.
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.
Servus is growing! We are currently looking for a Full-time Financial Advisor at our Devon Branch.
Reporting to the Branch Manager, your primary objective 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 determine 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
- Maintaining Servus\’ positive image in the community
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.
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!
#J-18808-Ljbffr
Financial Advisor - Devon employer: Servus Credit Union
Contact Detail:
Servus Credit Union Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Devon
✨Tip Number 1
Familiarise yourself with Servus Credit Union's values and mission. Understanding their commitment to community and member service will help you align your responses during interviews, showcasing how your personal values resonate with theirs.
✨Tip Number 2
Research the local market in Devon and be prepared to discuss economic trends and competitive offers. This knowledge will demonstrate your proactive approach and ability to provide tailored financial solutions to members.
✨Tip Number 3
Prepare examples of how you've successfully met sales targets or exceeded referral goals in previous roles. Highlighting your achievements will show your potential to contribute positively to Servus's business development plans.
✨Tip Number 4
Engage with current employees or alumni from Servus Credit Union on platforms like LinkedIn. Gaining insights from their experiences can provide valuable information about the company culture and expectations, helping you tailor your approach.
We think you need these skills to ace Financial Advisor - Devon
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Financial Advisor position. Understand the key responsibilities and required qualifications to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your retail banking or financial industry experience, especially in sales or customer service. Use specific examples to demonstrate how you've met sales targets or built long-term relationships with clients.
Showcase Your Values: Servus Credit Union values cooperative principles and community engagement. In your application, reflect on how your personal values align with these principles and provide examples of how you've contributed to your community or worked collaboratively in a team.
Craft a Compelling Cover Letter: Write a tailored cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention why you want to work at Servus and how you can contribute to their mission of enhancing financial fitness for members.
How to prepare for a job interview at Servus Credit Union
✨Know Your Products
Familiarise yourself with Servus Credit Union's range of financial products and services. Be prepared to discuss how these can meet the needs of potential members, showcasing your understanding of their financial fitness.
✨Demonstrate Relationship Building Skills
Highlight your ability to build long-term relationships with clients. Share examples from your past experiences where you successfully developed trust and rapport, as this is crucial for a Financial Advisor role.
✨Showcase Your Sales Acumen
Prepare to discuss your experience in meeting sales targets and referral goals. Use specific metrics or achievements to illustrate your success in previous roles, as this will resonate well with the interviewers.
✨Embrace the Cooperative Values
Research and understand the cooperative values that Servus embodies. Be ready to explain how your personal values align with theirs, demonstrating your commitment to community and member service.
