Investment Specialist - Partner - Cascadia (formerly Revelstoke) Credit Union

POSITION DESCRIPTION

Job purpose

This in-branch position provides advice, direct sales, and ongoing service to members and potential members on investment products through the branch channel through Aviso Wealth; manages a portfolio of members to increase business retention and share of wallet by conducting regular reviews of member investment portfolios, and provides advice on investment and tax planning. Refers members with more complex wealth management needs to a Financial Planner. This position does not sell insurance products nor does any lending.

Key Areas of Accountability

· Proactively develops and manages a portfolio of member relationships; assesses and anticipates individual member needs to maximize member relationships; develops a portfolio and contact management plan; conducts regular portfolio reviews with the member.

· Represents the full range of credit union deposit, investment, and ancillary products and services in the best interest of the member through Aviso Wealth; provides investment advice and sells a select group of third party mutual funds.

· Completes basic financial analysis to develop investment strategies for the members and refers members with complex financial planning needs to the Financial Planner.

· Engages in proactive sales and business development activities including follow-up, direct marketing, and professional contact with prospects; maintains close working partnerships with other areas of the credit union; liaises with branches, insurance services, and investment product suppliers such as MemberCare, and Aviso Wealth

· Facilitates referrals and the follow up for financial services not directly sold or delivered by this role; actively refers business opportunities to appropriate operational areas and contributes to a positive working relationship with all credit union staff

Qualifications

· Registered to sell mutual funds

· 1 - 3 years experience or equivalent combination of education and experience

· Demonstrated commitment to applying relevant and applicable policies, procedures in the day-to-day performance of the functions of this position

· Customer service orientation, driven to help customers meet needs or resolve problems

· Team player, driven to ensure that the whole team is successful

· Strong organizational, time management and communication skill s

· Demonstrated commitment to personal and professional development

· Experience working in a sales environment where formal selling thresholds, targets and goal setting are routine

· Industry experience in financial services, retail, hospitality, travel etc

Competencies

Listening, Understanding and Responding

Listening, Understanding and Responding is the ability to accurately listen and understand, and then respond appropriately when interacting with individuals and groups.

Results Orientation

Results Orientation is a concern for working towards a standard of excellence. The standard may be one’s own past performance, an objective measure, the performance of others, challenging goals one has set or even what anyone has ever done.

A daptability to Change

Adaptability to Changeis the ability and willingness to adapt to and work effectively within a variety of situations and with various individuals or groups. It entails understanding and appreciating different and opposing perspectives on an issue, adapting one’s approach as the requirements of a situation change, and changing or easily accepting changes in the organization or job requirements.

Customer Service Orientation

Customer Service Orientationis the desire to help or serve and build relationships with members and/or internal customers, to meet their needs. It means focusing one’s efforts on discovering and meeting the customer’s needs and expectations. (“Customer” includes members, internal customers or clients, suppliers, etc).

Teamwork and Co-operation

Teamwork and Co-operationinvolves working co-operatively with others, being part of a team, working together, as opposed to working separately or competitively. These behaviours apply when one is a member of a group of people functioning as a team.

Direct reports

This position has no direct reports

*Disclaimer: Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.