Investment Specialist

Kawartha Credit Union; Kingston; On-site; CAD 45,000 - 75,000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzsektor sucht einen engagierten Investment Specialist, der die Mitglieder bei der Erreichung ihrer finanziellen Ziele unterstützt. In dieser spannenden Rolle werden Sie Lösungen empfehlen, um den individuellen Bedürfnissen der Mitglieder gerecht zu werden, und dabei helfen, ein wachsendes Portfolio zu verwalten. Sie werden auch für den Verkauf und die Lieferung von Anlageprodukten verantwortlich sein und enge Beziehungen zu den Mitgliedern aufbauen. Wenn Sie eine Leidenschaft für Finanzdienstleistungen haben und in einem unterstützenden Team arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Mindestens drei Jahre Erfahrung in der Finanzdienstleistungsbranche.
• Aktive und in gutem Stand befindliche Lizenz für Investmentfonds.

Responsibilities

• Empfehlung von Lösungen zur Erreichung finanzieller Ziele der Mitglieder.
• Förderung und Verkauf aller Anlageprodukte und Dienstleistungen.

Skills

Finanzplanung

Mitgliederbetreuung

Verkaufskompetenz

Portfolio-Management

Education

Postsekundäre Ausbildung in Finanzplanung oder Management

Job description

Investment Specialist (Permanent, Full-time)

Location: Kingston, ON

Hours: Monday to Saturday, 40 hours per week

Rate of Pay: Dependent on experience

As An Investment Specialist, You Will

• 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.
  
  

Qualifications

• Post-secondary education with emphasis in financial planning or management would be preferred
• 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
  
  

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!