Investment Specialist

1 day ago

Burnaby, Canada G&F Financial Group Full time

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over 80 years, Gulf & Fraser has invested in what we value most: our members, partners, employees, and our communities. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

**What this role is all about**:
We are looking for a motivated and high-performing individual to join our Wealth Management team as Investment Specialist. Working amongst a team of respected professionals, you will provide holistic financial and investment planning advice, develop long-term relationships, and create customized investment solutions for Gulf & Fraser. This is a mobile position working in partnership with various branches.

**What you’ll do**:

- Provides high-quality investment and financial advice and services to members to help them achieve their long-term financial goals
- Acquire and consolidate member asset
- Develop long-term relationships with members by continuously meeting their financial needs
- Develop and implement annual business plan.
- Provides guidance, mentoring and coaching to other team members and branch employees as appropriate.
- Represents and promotes G&F in the community by participating in local business activities and community functions.

**A little about your qualifications**:

- 3-5 years’ related experience with demonstrated success in sales, business development, financial advice and relationship management
- Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) course
- Registration with Mutual Fund Dealers Association of Canada (MFDA)
- Completion of Professional Financial Planning (PFP) and/or successful completion of core financial planning courses
- Post-secondary business degree or diploma is a strong asset
- Must have a valid BC Driver’s License and reliable access to a vehicle

**What you’ll gain**:

- Competitive base salary, reviewed annually
- An incentive bonus plan
- Flexible, top-notch benefits plan - choose what’s important to you, whether it’s a transit pass, gym membership, or additional vacation time
- Flexible, hybrid work environment #LI-hybrid
- Annual time off to recharge - vacation starting at 3 weeks and 12 personal days
- Amazing RRSP program - we contribute at a great rate, whether you choose to contribute yourself or not
- Loans at preferred interest rates, discounted banking accounts and credit cards, unique banking instruments, professional financial advice - we are a credit union, after all
- Professional development - we’re truly committed to our team’s growth through in-house training, personal coaching, leadership development programs, mentorship, tuition reimbursement, professional dues coverage, and conference participation
- Connect and feel recognized through social events, Employee Recognition Night, and an employee recognition program that translates into real rewards

**Who we are**:
**_ Power your possible_**_TM_**_._** At Gulf & Fraser, growth and development is an important facet of your experience and we encourage everyone to progress and contribute in a meaningful way. Here, you can develop and further your career alongside a team of passionate, empowered and engaged professionals who recognize the power of collaboration, innovation, recognition, and driving their own success. For us, the vision of ‘Power your possible_TM_ extends to our teams, as well as our members.

**_ Drive, contribute, grow - together. _**We are stronger together and are proud to foster a caring, open-minded, and inclusive culture. We embrace diversity of backgrounds, ideas, perspectives, and experiences - this way we can meet the unique needs of our employees, members, and communities Join our team and let’s work together to embody and promote our values: offering a welcoming environment, accountability, collaboration, and adaptability.

**Ready to join?

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