Sr. Investment Specialist - Partner - Cascadia (formerly Revelstoke) Credit Unio
Aviso Wealth
POSITION DESCRIPTION
Job purpose
This position provides advice, direct sales, and ongoing service to members and potential members on investment products and deposits 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 mid-level to high end investment portfolios. Manages members with mid-level to complex wealth management needs; mentor employees with less experience.
Key Areas of Accountability
· Proactively develops and manages a portfolio of member relationships; assesses and anticipates individual member needs to maximize 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; provides investment advice and sells a select group of third party mutual funds.
· Completes financial analysis to develop investment strategies for the member.
· 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 and investment product suppliers such as MemberCare, and Aviso Wealth
· Actively refers business opportunities to appropriate operational areas and contributes to a positive working relationship with all credit union staff
· Provides mentorship and guidance to less experienced advisors.
Qualifications
· Registered to sell mutual funds
· 3-5 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, mentor, driven to ensure that the whole team is successful
· Strong organizational, time management and communication skills
· 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.
Adaptability 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.
- ...discounts and dealership perks Opportunity to build a long-term career in automotive sales Why Join Us? At Penticton Toyota, we invest in people who want to grow. If you’re energetic, coachable, and excited about helping customers find the right vehicle, we’d love to...SuggéréContrat Longue DuréeTemps pleinApprentissage
$90k - $110k par année
...reputation throughout British Columbia and The Okanagan. As part of an exciting new chapter under larger ownership, the company is investing in its people, technology, and future growth. They are looking for an experienced Senior Estimator / Project Manager to take...SeniorContrat Longue DuréeTemps pleinСontratPour les contractants$19.19 - $19.96 par heure
...Marina Way clinic is looking for someone like you to bring your exceptional skills and experience and join us as a Patient Services Specialist to fill an existing vacancy! In this role, you’ll deliver exceptional service and support, enhancing the lives of our patients...SuggéréTaux horaireTemps plein$62k - $96k par année
...Your Opportunity Our Kamloops, Kelowna, Revelstoke, Salmon Arm, and Vernon offices are... ...ongoing basis Engage in training staff and invest in the professional development of your... ...resume to one of our Talent Acquisition Specialists. To explore other opportunities at...SeniorRemplacementTravail au bureauZone localeHoraires flexibles- ...Use your knowledge of cash management, credit, investment and wealth protection to help clients meet... ...yourself with a diverse network of partners. You build trust through respect and authenticity... ...day off dedicated for you to use to invest in your growth and development. ~...SuggéréTemps pleinPersonnel de la banqueHoraires flexiblesÉquipe de l'après-midi
- ...portfolio of members by offering a full range of investment, deposit and complex lending services.... ...personal or business accounts, debit/credit cards, LOC/overdraft protection, and... ...offer employees paid time off to volunteer, partner with thousands of local charities, build...SeniorTemps pleinStageTravail au bureauZone localeHoraires flexibles
- ...PRI's Natural Sciences & Forestry practice partners with First Nations and Indigenous tenure... ...the practice through senior discipline specialists. Where your own registration and expertise... ...practice, and advise leadership on where to invest to grow. Contribute to thought...SeniorTemps pleinPour les contractantsTravail à distance
- ...all policies and standard operating procedures related to cash, credit, check, refund, and return policies Work with the management... ...including our EVE - Electric Vehicle Expert program, ensuring our partners stay at the forefront of the industry. At Bumper to Bumper,...Temps pleinTravail posté
$133k - $180k par année
...Since its origin in 1954, Topflight Elite Training & Charter Services, formerly known as the Canadian Helicopters School of Advanced Flight Training, has established a world-renowned reputation for the caliber of its training programs. Located in British Columbia, Topflight...Emploi permanentTemps pleinСontratÉquipe de nuit$55k - $85k par année
...with new products and services to optimize our clients return on investment. Websites and Search Engine Optimization (SEO) Search... ...Production Did we mention that we are a proud Google Certified Partner? We sure are! You will become part of that team! We also have on...Emploi permanentTemps pleinZone localeRecrutement immédiatLundi au vendrediTravail postéÉquipe de jour- ...appropriate team member or internal Bank partner, while ensuring a positive customer experience... ...are followed Collaborate with One TD partners to help all customers in a way that suit... ...Our Total Rewards package reflects the investments we make in our colleagues to help them...SeniorTemps partielTravail à domicile
- ...refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD... ...Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve...Temps partielTravail à domicile
$75 par jour
...Superintendent – Penticton, BC (Restaurant Project) At Novacom Building Partners , we’re more than a general contractor — we’re a team... ...of Okanagan and BC bench TI / base building projects — we’re investing in long-term roles. Qualifications 5–10 years of experience...Contrat Longue DuréeTemps pleinPour les contractantsExterne (Non Logé)Zone localeRecrutement immédiatLundi au vendrediTravail posté$18.25 par heure
...are a team player who is approachable and likes working with people Relevant retail experience and experience in handling cash, credit card and debit transactions is a strong asset Physical Requirements Continuous standing/ walking for all tasks Constant...Taux horaireTemps partielZone localeHoraires flexiblesTravail posté- ...appropriate. ~ Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal....Contrat Longue DuréeTemps pleinTravail au bureauHoraires flexibles
$18 - $21 par heure
...Here we grow again! Do you want to be part of an amazing team of customer service specialists who work together to provide exemplary service? Is going above and beyond in your DNA? Does the opportunity to provide exemplary service to passengers on some of Canada’s best airlines...Temps pleinTemps partielHoraires flexiblesTravail postéTravail le week-endÉquipe de l'après-midiÉquipe du matin$71.64k - $89.55k par année
.../student information as required, and prepare monthly reports for the District, Manages and monitors department budget, reconciles credit cards for the Education department, Organizes, tracks and facilitates district scholarships and liaises with Finance staff on processes...SeniorEmploi permanentTemps pleinTravail au bureau- ...and process customer transactions accurately Support in the delivery of company-directed promotions and programs Handle cash and credit card transactions Keep the register area neat and stocked with essential supplies Assist customers with general inquiries...Taux horaireEmploi permanentTravail temporaireTemps partielStageTravail postéÉquipe de l'après-midi
- ...and process customer transactions accurately Support in the delivery of company-directed promotions and programs Handle cash and credit card transactions Keep the register area neat and stocked with essential supplies Assist customers with general inquiries...Taux horaireEmploi permanentTravail temporaireTemps partielStageTravail postéÉquipe de l'après-midi
$90k - $110k par année
...of success across British Columbia and The Okanagan. Following a recent acquisition by a larger construction group, the company is investing heavily in its future by modernizing operations, implementing new systems, and expanding its leadership team. They are seeking an...Contrat Longue DuréeTemps pleinPour les contractantsSous-traitantRecrutement immédiat$54k - $80k par année
...and coaching of your Store Leaders and Sales Managers who create a fun and collaborative sales environment. Ashley is committed to investing in our team members; we offer : Average of $54,000 to $80,000+ (income may vary based on volume and location). Potential for...Temps pleinÉquipe de l'après-midi- ...appropriate team member or internal Bank partner, while ensuring a positive customer... ...banking needs, including new accounts, investment advice and banking solutions. Do you think... ...programme de rémunération globale reflète les investissements que nous faisons pour aider nos...Temps partielTravail au bureau
$44.14 par heure
...Abilities Proven ability in establishing and maintaining good working relationships with internal and external stakeholder groups/partners, as well as tactfully dealing with the public. Sound knowledge of civil design, construction standards and specifications, and safe...Taux horaireEmploi permanentTemps pleinСontratPour les contractants$80k - $125.4k par année
...new opportunities for additional tax services A typical day… You’ll talk with the CFO from an agricultural client, and , the Tax Partner, will challenge your thinking as you work through uncovering client pain points and providing tax solutions. You’ll share your...Temps pleinTravail d'étéStageTravail au bureauZone locale$47.41k - $54.13k par année
...of requests and unresolved issues to designated resources 3. Makes appropriate referrals to the internal college community, external partners and agencies as required 4. Encourages applicants and students to be responsible for realizing their own education and career options...Taux horaireTemps pleinTravail temporaireTravail au bureauHoraires flexibles- ...internal and external investigations, gather and analyze evidence, and work closely with law enforcement when required. Reduce Shrink – Partner with store leadership to identify loss trends and implement effective prevention strategies. Support Operations – Ensure...Taux horaireEmploi permanentTemps pleinTravail temporaireStageTravail au bureauHoraires flexibles
$18.25 par heure
...part of a community of awesome people. Have a seat at the table and the opportunity to contribute to a growing brand. Community partner perks and discounts; we are part of the neighbourhood after all. Development that is always on tap means you’ll learn something...Zone localeHoraires flexibles$18.25 par heure
...part of a community of awesome people. Have a seat at the table and the opportunity to contribute to a growing brand. Community partner perks and discounts; we are part of the neighbourhood after all. Development that is always on tap means you’ll learn something...Zone localeHoraires flexibles$43.78 par heure
...relationships with businesses, community organizations, Indigenous communities and governments, private/public agencies, and regional partners to coordinate economic development initiatives, identify shared opportunities, and support collaborative decision-making and...SeniorTaux horaireTemps pleinСontratTravail temporaireTravail au bureauZone localeHoraires flexiblesÉquipe de l'après-midi$27.53 - $31.57 par heure
...self-growth, and community integration. PCCR is steadily growing, creating dynamic environments to work and learn. We encourage you to partner with us in fostering healthy, energetic lives by showcasing your passion for care, connecting to the communities we serve and...Taux horaireTemps pleinTemps partiel
Voulez-vous recevoir plus d'offres d'emploi ?
S'abonner et recevoir des offres d'emploi similaires à Sr. Investment Specialist - Partner - Cascadia (formerly Revelstoke) Credit Unio. Soyez parmi les premiers à postuler !
