Investment Specialist
Affinity Credit Union
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:
- On top of the contractual connection (competitive salary, variable incentive pay, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve
- Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work
- A total rewards package with health & dental benefits, a pension plan and health spending account
- Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance
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
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Investment Specialist in Montréal, QC vacancy
$75k - $85k per year
...Senior Investment Specialist Build your career in the banking industry within a dynamic professional environment where you will support investment advisors and contribute to delivering an exceptional client experience. Enjoy a permanent full-time position with comprehensive...SuggestedPermanent employmentFull time- Nous recherchons une personne expérimentée en comptabilité d’investissement pour piloter les activités comptables et financières liées à des entités dans le domaine de l'investissement à Montréal. Dans ce rôle, vous assurerez la fiabilité de l’information financière, produirez...Suggested
$65.17k - $86.9k per year
...à apporter des changements positifs sur les marchés émergents ? Nous recherchons d'analystes pour se joindre à nos équipes d'investissement! Rejoignez FinDev Canada, l’institution financière de développement du Canada ! Nous travaillons avec et par l’intermédiaire du...SuggestedPermanent employmentContract workWork at officeWorldwideDay shift$65.17k - $86.9k per year
...ready to advance your career while helping drive positive change in emerging markets? We are looking for Analysts to join our investments teams! Join FinDev Canada, Canada’s development finance institution! We work with and through the private sector to advance...SuggestedPermanent employmentContract workInternshipWork at office3 days per week- ...Company: Marsh Description: We are seeking a talented professional to join Marsh’s Investment team. This role will be based in Montreal and follows a hybrid work model, with a requirement to work in the office at least three days per week. As an Investment Consultant, you...SuggestedLong term contractFull timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- Nous recherchons une personne exp�riment�e en comptabilit� d�investissement pour piloter les activit�s comptables et financi�res li�es � des entit�s dans le domaine de l'investissement � Montr�al. Dans ce r�le, vous assurerez la fiabilit� de l�information financi�re, produirez...Permanent employmentTemporary workWork at office
$155k - $190k per year
...Job Description En tant que Directeur(trice) Investissements, vous serez le bras droit du président et jouerez un rôle central dans la croissance. Vous interviendrez sur l'ensemble du cycle d'investissement, de l'identification des opportunités jusqu'à la création de valeur...Permanent employmentFlexible hours$140k - $160k per year
...Your new company Our client is a growing real estate investment and development firm operating across multiple asset classes. Known for its entrepreneurial approach, analytical rigour, and long-term investment perspective, the organization is actively expanding its portfolio...Long term contractPermanent employmentWork at office- ...individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are... ...complètes, à des services de courtage et de banque d'investissement. Nous sommes la plus importante société indépendante de gestion...Permanent employmentFull timeWork at officeDay shift
- ...Client Investment Consultant ~202604687 ~Montreal, Quebec, Canada ~Full time Description As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice...Full time
- ...Senior Associate, Investment Consulting Are you an investment consulting professional with a passion for asset management? Does a fast-paced, dynamic learning environment motivate you every day? Aon is looking for a Senior Investment Consulting Associate to join our pioneering...Full timeLocal area
$90k - $110k per year
...Job Description En tant qu'Analyste financier(ère) - Croissance et investissements, vous prenez en charge les responsabilités suivantes : * Concevoir et faire évoluer les modèles financiers servant à évaluer des projets d'investissement d'envergure et à soutenir les décisions...Permanent employmentFlexible hours$80k - $155k per year
...help define, implement, and enhance the operational processes, controls, and monitoring mechanisms required to support an integrated investment platform. In this role, you will contribute to strengthening the operational maturity of the environment, supporting both business...Full time- ...Company: Mercer Description: We are seeking a talented individual to join our Institutional Investment Sales team at Mercer. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office. As Mercer’s...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
$70k - $78k per year
...données et de démontrer l'impact réel des investissements médias. Dans ce rôle stratégique, vous... ...world with more than 50,000 dedicated specialists. Job description: Turn data into... ...and demonstrate the true impact of media investments. In this strategic role, you will be responsible...Permanent employmentFull timeContract workInternship$60k - $70k per year
...Administrative Assistant, Investments Build your career in the banking industry within a dynamic professional environment where you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive...Long term contractPermanent employmentContract work- ...ABOUT THE ROLE Within Societe Generale Corporate & Investment Banking, the Global Markets Division provides integrated investment, financing, execution, and risk-management solutions to corporate and institutional clients. The successful candidate will join the Applied Research...Full timeLocal areaFlexible hours
$70k - $120k per year
...Responsibilities: - Engage with existing and new DeFi, DePIN, and Infrastructure platforms, searching CT and Discord for potential projects and investment prospects for portfolio managers. - Conduct research on platforms, compile product/investment findings, develop financial models,...Contract workRemote workRelocation- ...about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Senior Personal Banker– Investing Trainee and demonstrate...Full timeTraineeshipWork at officeLocal areaWork from homeRelocation
- ...Job Title: Senior Consultant, Investment Consulting – Strategic Asset Allocation Role Type: Existing vacancy Are you committed to supporting institutional investors in making smarter investment decisions through sophisticated asset-liability and risk analysis? Do you thrive...Full time
- ...fiscale dans le cadre des subventions et des prêts en matière d’incitatifs discrétionnaires, de développement durable, de dépenses d’investissements et de recherche scientifique et de développement expérimental - RSDE. Nous sommes un groupe dynamique et multidisciplinaire...ApprenticeshipWeekend work
- ...VALNET Investment & AI Operations Analyst Location: Onsite – Montreal Who We Are Valnet is a fast-growing digital media company where innovation, autonomy, and execution are highly valued. We are innovative leaders - not passive followers - always pushing the...Full time
$58.4k - $87.6k per year
...value you”. It’s more than just pay and benefits- it’s a meaningful investment in you. It is designed for you to perform, grow, feel safe, and... ..., and legal counselling and flexible work arrangements. Invest and plan your future. We help you plan and invest for the future...Daily paidFull timeContract workTemporary workPart timeFixed term contractDirect hireWork at officeFlexible hours$60k - $70k per year
...volume réel de dossiers en crédit immobilier commercial Informations clés Titre du poste: Analyste crédit et underwriting, Investissements CRE Lieu: Montréal, Québec, Canada Type de poste: Permanent - Temps plein Mode de travail: Présentiel (5 jours/...Permanent employmentFull timeInternshipWork at officeDay shiftNexWav
Montréal, QC8 days ago$60k - $70k per year
...a real volume of files in commercial real estate credit Key Information Job Title: Credit Analyst and Underwriting, CRE Investments Location: Montreal, Quebec, Canada Job Type: Permanent - Full-time Work Mode: On-site (5 days/week) Salary: $60,000...Permanent employmentFull timeInternshipWork at officeNexWav
Montréal, QC8 days ago$110k - $130k per year
...Directeur(trice) – Financement bancaires & investissements (M&A) ���� Montréal-Est, Anjou – mode hybride ���� Poste permanent – temps plein 37,5h/semaine ���� 110 000 $ à 130 000 $ + avantages compétitifs ���� Cabinet de services professionnels – croissance & projets...Permanent employmentFull timeFlexible hours- ...avenir meilleur. Analyste : Marchés des capitaux (Propriétés d’investissement) – JLL Ce que ce poste implique : JLL est actuellement à la... ...#JLL #marchedescapitaux #souscription #commercialrealestate #investment #financialanalyst #capitalmarkets #underwriting Si cette description...Daily paidFull timeWork at office
- ...what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards...Full timeWork at officeWork from home
- ...ABOUT THE JOB: The aim of Global Banking Technology & Operations (GBTO) Canada is to deliver day-to-day services to Société Générale investment and corporate bank units and their clients to accelerate their transformation. GBTO differentiates itself from competitors with the...Full timeWorldwide
$50k per year
...what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards...Full timeRemote workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Specialist. Be the first to apply!
Related searches