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    • Look for recommendations to shape the members financial fitness.
    • Present advice and solutions that will serve to improve the member's financial situation.
    • Minimum 3 years of relevant experience providing client service support to institutional clients within the financial services industry;
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
    • Provide client service on a wide range of operations functions for US resident clients, including US Legend Removals.
    • The hours for this role is 7am - 3pm PDT.
    • Reporting to the Manager, Mutual Funds & GICs, the Associate is responsible for handling daily mutual fund and GIC transactions as well as effectively…
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    • Manage collections activities for all past due financial accounts.
    • Educate and empower customers to achieve their financial goals through building their credit.
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    • Manage collections activities for all past due financial accounts.
    • Educate and empower customers to achieve their financial goals through building their credit.
    • Professional presentation skills, including the ability to communicate investment concepts, financial planning ideas, and the team’s value proposition to high-…
    • This is not a traditional administrative service role.
    • Build and analyze financial plans.
    • Coordinate implementation and complex service work.
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    • Manage collections activities for all past due financial accounts.
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    • You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
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    • Manage collections activities for all past due financial accounts.
    • Educate and empower customers to achieve their financial goals through building their credit.
    • Deliver exceptional customer service and technical expertise to ensure high customer satisfaction and positive service outcomes.
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    • Accurately process cash, POS transactions, and financial service transactions.
    • Customer service-focused mindset with the ability to build rapport, deliver…
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Servus Credit Union logo
Universal Financial Associate - Fort McMurray
Servus Credit Union
·
3.2
Fort McMurray, AB
Permanent
Apply now

Job details

Pay information not provided
Profit sharing
Permanent
Fort McMurray, AB

Full job description

Join Servus Credit Union - Canada’s Largest Credit Union!

Posting Closes: October 16, 2026

We are looking for a full-time Universal Financial Associate in our Fort McMurray Timberlea Landing Branch!

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

What you’ll be doing:

  • Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
  • Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
  • Opening and reviewing new accounts, following up with members as per member service guidelines.
  • Preparing and entering loan application information.
  • Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
  • Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
  • With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing

What you bring:

  • At least 1 year of retail banking or sales experience in addition to your high school diploma.

Although not required, the following education/certificates are valuable assets:

  • Post-secondary education in Finance (or related studies)
  • IFIC certification

Why Servus?

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:

  • Competitive compensation including performance-based incentive pay and profit share
  • Training & Development Opportunities
  • Career Advancement Potential
  • Flexible work options
  • Meaningful work towards individual and corporate goals
  • Opportunities to get involved and give back through an employee volunteer program

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 financial services we provide…with a few additional perks!

What happens next?

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

#INDH

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