Investment Specialist
Affinity Credit Union
We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!
We're looking for an Investment Specialist to help Secure the financial future of our members. You'll deliver sound financial advice and make personal connections, adding value to our Affinity Wealth Management department and the members you serve!
What you’ll do:
- As a member of this virtual team, you will use digital channels, including telephone and video, to deliver financial advice and solutions to our members
- Assess member needs and provide a range of investment and deposit solutions, referring members to fellow specialists as appropriate
- Deliver foundational financial planning and investment advice, portfolio management and review
- Focus on member education and demonstration, leveraging technology to deliver a remarkable member experience, provide advice, retain business and increase wallet share
What you’ll get:
- The support to grow in your career and expand your knowledge, with opportunities to advance
- A competitive salary plus bonuses for your hard work
- A total rewards package including health and dental benefits, pension and health spending account
- Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
- A referral bonus when you scout great talent and they’re hired to join our team
- The chance to see your work translate into measurable outcomes for real people and communities in Saskatchewan
What you’ve got:
- Post-secondary diploma or degree in a related field and 2 years of related experience or an equivalent combination of education/experience
- Completion of a mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
- Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!
#J-18808-LjbffrVacancy posted 18 hours ago
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