Investment Specialist
About The Position
As an Investment Specialist, you will recommend solutions to enable members to achieve their personal financial objectives, specializing in investment planning. You will provide knowledgeable and friendly advice regarding investment options, promote, sell, and deliver all investment products and services, including third-party mutual funds. The role involves providing effective portfolio management, establishing and maintaining effective relationships with members, and contributing to the growth of the investment portfolio by attaining individual goals and objectives and developing business opportunities. Additionally, you will monitor the renewal of maturing investments, ensuring members receive appropriate notice, advising them of alternative options, and assisting with renewals.
Requirements
- Minimum of three years of financial services industry experience
- Minimum of three years of sales, service and investment administration and/or sales experience
- Active and in good standing Mutual Funds License
- Advanced member service and sales skills
- Excellent organization and time management skills
Nice To Haves
- Post-secondary education with emphasis in financial planning or management would be preferred
Responsibilities
- Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning.
- Provide knowledgeable and friendly advice regarding investment options.
- Promote, sell and deliver all investment products and services, including third party mutual funds.
- Provide effective portfolio management.
- Establish and maintain effective relationships with members.
- Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities.
- Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.
Benefits
- Generous vacation time
- Comprehensive medical and dental benefits
- Pension Plan
- Focus on employee well-being
- Dedication to your learning and development
- Celebrating your achievements through our employee recognition program
- Supportive work environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
