Investment Specialist
Affinity Credit Union
•Remote
About The Position
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! 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.
Requirements
- 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
Responsibilities
- 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
Benefits
- Competitive salary plus bonuses
- Health and dental benefits
- Pension
- Health spending account
- Vacation time
- Personal days off
- Paid volunteer day
- Referral bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
