Investment Specialist - Partner - Prospera Credit Union
Aviso Wealth, Canada
Job Description
TEAM LOCAL is hiring
For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1, 2020. We continue to be a purpose driven organization, involved in our communities and a true financial partner to our local business members.
Do you love helping people achieve their financial dreams? We are currently seeking an Investment Specialist located at our New Westminster Branch. The Investment Specialist (IS) is responsible for ongoing service delivery and the proactive sale of investment products to a portfolio of assigned customers through managing, building business or referring customers while remaining compliant with our policies, processes and procedures, and in support of our customer centric service model. The IS will provide a superior level of customer service that will enhance individual customer relationships to ensure that both individual and branch goals and objectives are achieved. The IS will be required to source opportunities, build out a portfolio and where appropriate make referrals to other business lines or to an Investment Advisor.
If this sounds like something you’d enjoy, apply today!
What You’ll Do
- Manage an assigned book of investment business encompassing primarily term deposits and mutual funds
- Build and maintain strong, trusted member relationships by providing customized service based on customers investment planning needs and risk profile
- Review and analyze portfolios on a regular basis and recommend adjustments to balance the portfolio based on client objectives and risk assessment
- Proactively build business and membership both within current portfolio and new clients
- Participate in business development plans and activities to build networks for new customers or referrals for potential customers, and establish relationships with potential new customers through proactive networking, sourcing and follow up
- Provide consultative services when required for mutual fund investment related member interactions managed by branch management and staff
- Share industry trends and product knowledge with branch proactively or through regularly scheduled branch meetings.
- Interview customers, analyze current wealth management products, and refer customers to an Investment Advisor if assessment determines a need for financial planning, estate and tax planning or life insurance products
What You Bring
- 1 Year Post Secondary Certificate, or equivalent
- Enrolled in CFP program within 6 months of attaining the position
- 3 years’ experience in front line position within a financial institution with proven sales experience in RRSP/Investment deposits
- Mutual funds license
- Experience selling 3rd Party Mutual Funds
- Experience managing a portfolio of clients
- Detailed experience with deposit related products, personal lending, and residential mortgages
- Courses towards or completion of CFP Designation preferred
- Familiarity with PlanPlus financial planning software preferred
- Familiarity with PALTrak preferred
Our Values
Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
Empower and enable others: We give each other the space, trust, and tools to succeed.
Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
Thrive as One Team: We collaborate because it strengthens us.
What’s in it for you?
Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.
Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.
Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.
Fun amp; Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
Show me the money! We offer competitive