Investment Specialist
7 days ago
Career Opportunity
Libro is growing - and Libro is hiring.
Our expansion plans include a series of new hires across southwestern Ontario. Take a look.
Who We Are
Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
What Opportunity Awaits?
As we continue to grow progressively, Libro is on a mission to find a passionately accountable full-time Investment Specialist supporting our Beechwood location.
Our Investment Specialists take a proactive approach to helping our Owners achieve their financial goals. This includes understanding each Owner’s financial situation, life goals, and tolerance for risk. At Libro, Investment Specialists are encouraged to understand and communicate the long-term benefits of investment markets to generate excess returns over savings and GICs, and will always match the best investment to the Owner circumstances and risk tolerance.
A key part of the Investment Specialist role is collaboration with other staff. We build full financial relationships with our Owners by ensuring all opportunities are identified and referred to the appropriate business, commercial, investment or retail representatives. Mutual fund* sales will primarily involve a focused suite of mutual fund solutions, with an emphasis on responsible investment options.
What You'll Do - The Epic Human we are looking for will;
Build relationships and provide investment advice for Owners who are in early stages of wealth accumulation.
Translate Owner goals and priorities into goals-based planning calculators to form the basis of all future investment decisions for the Owner; review and update Owner planning calculators periodically.
Reach out proactively to Owners and prospects, responding to referrals, data insights and market intelligence to grow wealth portfolio.
Collaborate and refer opportunities seamlessly to our specialists to match expertise to Owner’s identified needs to ensure a full financial relationship, including forwarding more complex planning situations to our Financial Planners, and referrals to the Personal Banking Specialist.
Support effective sales management practices, along with developing and executing an individual business plan providing specific goals and targets aligned with brand, regional, and corporate plans.
Participate in networking, promotions, and location campaigns to build Libro’s brand and grow business.
What we are looking for - Could this be you?
Do you have, or are you willing to obtain with our support within 4 months of hire, the mutual fund licensing requirements for the role? (i.e., Canadian Securities Course or Investment Funds in Canada Course or equivalent)
Libro puts an emphasis on lifelong learning. Successful Investment Specialists will be supported should they choose to pursue advanced learning such as the Certified Financial Planning (CFP) designation, etc.
**What's in it for you? - How we bring Joyful in our work**:
Competitive salaries and employee pension plans
Generous vacation time - 3 weeks to begin
Comprehensive Libro paid benefit package including health, dental, and vision
Comprehensive and proactive employee wellness programs
Free staff account and staff rates on products and services
Staff appreciation programs and awards
Career development opportunities, including paid tuition assistance
A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals just for being part of our great team
Are you Ready to Be Libro?
If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Southwestern Ontario - we want to hear from you
With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario. We offer an inclusive, forward thinking approach to banking - all centered on growing prosperity. Libro pursues its purpose through four key pillars - employment, financial resilience, local food accessibility, and housing. Libro is also a proud Associate Member of the Responsible Investment Association of Canada.
Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Following the advice of Canadian health authorities, to mitigate the risk of potential spread of COVID-19 and support social distancing, all recruiting activities including interviews will be conducted virtually.
-
Investment Operations Specialist
7 months ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Investment Specialist
2 weeks ago
Waterloo, Canada Libro Credit Union Full timeCareer Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people...
-
Investment Operations Specialist
2 months ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Investment Operations Specialist
2 weeks ago
Waterloo, Canada Equitable Life of Canada Full timeAt Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...
-
Customer Service Specialist
4 weeks ago
Waterloo, Ontario, Canada TD Bank Full timeWe are looking for an experienced Customer Service Specialist to join our team at TD Bank. In this role, you will provide dedicated support to Investment Advisors and teams on diverse assignments.Your responsibilities will include preparing documentation, providing updates, and creating reports for analysis of client accounts. You will also communicate with...
-
Client Service Specialist
7 days ago
Waterloo, Canada Raymond James Financial Full time**Client Service Specialist** - 2300830 **Job Summary** As a member of the team, reporting to the Branch Manager, you will provide ongoing administrative support to a team and its clients at our Waterloo branch. **Essential Duties and Responsibilities** - Account openings - confirm with the client; following through with signatures and process with back...
-
Apartment Leasing Specialist
1 month ago
Waterloo, Ontario, Canada Centurion Asset Management Full timeAbout the RoleThe Apartment Leasing Specialist is a key member of our team at Centurion Asset Management Inc., responsible for delivering exceptional customer service and achieving leasing goals. This role requires a strong passion for excellence in customer service, a minimum of 2 to 3 years' experience in leasing, and a proven track record of success in...
-
Implementation Specialist
3 days ago
Waterloo, Canada Manulife Full time**_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...
-
Training Specialist
2 days ago
Waterloo, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Training Specialist
13 hours ago
Waterloo, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Client Service Specialist
3 months ago
Waterloo, Canada Raymond James Financial, Inc. Full time**Client Service Specialist** - 2403458 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...
-
Bilingual-eligibility-specialist
2 weeks ago
Waterloo, Canada Ontario Teachers Insurance Plan (otip) Full time**Responsibilities**: Company Description OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our team is currently looking for...
-
Bilingual Eligibility Specialist
2 weeks ago
Waterloo, Canada Ontario Teachers Insurance Plan (OTIP) Full timeCompany Description OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our team is currently looking for a: **Bilingual Eligibility...
-
Systems Support Specialist
7 months ago
Waterloo, Canada peopleCare Communities Full timepeopleCare is a family owned, values-based organization that provides outstanding care and exceptional experiences for those who live and work in our long-term care and retirement homes. Our staff are engaged, enthusiastic and strive to exceed expectations. We are always looking to hire talented and caring new people, who want to make a difference and who...
-
Business Systems Specialist
7 months ago
Waterloo, Canada peopleCare Communities Full timepeopleCare is a family owned, values-based organization that provides outstanding care and exceptional experiences for those who live and work in our long-term care and retirement homes. Our staff are engaged, enthusiastic and strive to exceed expectations. We are always looking to hire talented and caring new people, who want to make a difference and who...
-
Operations Specialist
5 days ago
Waterloo, Canada Waste Management Full timeEqual Opportunity Employer **What is the value of a WM job? ***The value of a WM job is more than a paycheck.** It’s one way to create opportunities for you and your family. **We Are People First**:We foster an environment where all teammates feel welcomed, valued and seen **We Are Committed to Growth**: Training and progressive opportunities for...
-
Services Support Specialist
7 months ago
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 2 years** The Services Support Specialist reports to the Services Manager and supports the overall success of all student-run services. The role provides direct supervision of 4-6 student-run services as assigned by the Services Manager. These services are used and accessed by thousands of undergraduate students each term. The Specialist...
-
Packs Associate
7 months ago
Waterloo, Canada Waystone Governance Ltd. Full timeWaystone leads the way in specialist services for the asset management industry._ - Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide._ - With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is...
-
Data Specialist
7 days ago
Waterloo, Canada Ontario Teachers Insurance Plan (OTIP) Full timeCompany Description OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our team is currently looking for a: **Data...
-
Taxation Specialist
2 weeks ago
Waterloo, Canada Manulife Full time**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....