Asset & Investment Analyst

1 week ago

Maple Ridge, Canada Prospera Full time
p>Location:

Landmark Branch
200 - 20201 Lougheed Hwy
Maple Ridge, BC V2X2P6, CAN

About Us:

Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.

Position Overview:

The Investment Specialist (IS) is responsible for the provision of ongoing service delivery and the proactive sale of investment products to a portfolio of assigned customers while remaining compliant with our policies, processes, and procedures, and in support of our customer-centric service model. The IS will be required to source opportunities, build out a portfolio, and where appropriate make referrals to other business lines or to an Investment Advisor.

What you’ll do:

  • Manage an assigned book of investment business encompassing primarily term deposits and mutual funds.
  • Build and maintain strong, trusted member relationships by providing customized service based on customers' investment planning needs and risk profile.
  • Review and analyze portfolios on a regular basis and recommend adjustments to balance the portfolio based on client objectives and risk assessment.
  • Maintain a current referral log and track member service within the CRM system.
  • Provide consultative services when required for mutual fund investment related member interactions managed by branch management and staff.
  • Actively participate in business development plans and activities to build networks for new customers or referrals for potential customers.
  • Establish relationships with potential new customers through proactive networking, sourcing, and follow-up.
    • 3 years’ experience in a front line position within a financial institution with proven sales experience in RRSP/Investment deposits.
    • Detailed experience with deposit related products, personal lending, and residential mortgages.
    • Familiarity with PlanPlus financial planning software.

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