Digital Development Specialist

Found in: Jooble CA O C2 - 6 days ago

Saskatchewan, Canada Innovation Credit Union Full time

Digital Wealth Specialist

Permanent Full-Time
Flexible hours, career development opportunities,
exceptional benefits and pension plan
We will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.
How does this position help fulfill Innovation's purpose? Reporting to the Manager of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer Advisors as well as integrate our digital robo advisor platforms. Flexible work arrangement options
~Paid Education opportunities to ensure our members have the most equipped staff to help them
~ A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand
Personality and Energy - a flair for polish, and you bring your personal, creative touch to everything you do
Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs
Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area towards achievement of corporate goals.
Assess risk when making decisions, ensuring compliance with all regulatory requirements
Proven results in strong sales and service skills along with refined relationship building skills
Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning,
Inspired to perform well by the ability to contribute to the success of a project or the organization Self-Starter
: Inspired to perform without outside help
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