About this role

Specialize in investments, sell and deliver all investment products and services
Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis
Assist with the development of business opportunities to establish a profitable investment portfolio with the corporate objectives of the credit union
Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area
Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning
Identify opportunities to generate sales and new members
Monitor the renewal of maturing investments
Ensure members receive appropriate notice, advising of alternative options and assist with renewals
Establishing and maintaining effective relationships with members by providing excellent member service
Perform other duties as needed or assigned

Post-secondary education with emphasis in business or financial planning would be an asset
A minimum of two years of sales, service and investment administration and/or sales experience
Advanced member service and sales skills
Excellent organizational and time management skills
Mutual Funds License, active and in good standing
Willingness to complete additional educational components as required

Financial Services Representative – Investments

Key skills