Financial Advisor, Investments
Full-time
Conexus Credit Union
As a full-time Financial Advisor, Investments, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds.
Your time:Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
Provide account and investment products within scope of position, to meet member needs
Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operational controls
Ensure healthy balance between opportunity & risk and between growth & profitability Your experience:
2 to 3 years of Financial Industry Experience in an Advisory Capacity
Actively registered to sell Mutual Fund Products
Experience in a Sales position is considered an asset
Experience in portfolio management
Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required
Vacancy posted 18 hours ago
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