Investment Specialist

2 weeks ago

St Thomas, Canada Libro Credit Union Full time

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 d o 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?

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 tollerance.

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.
- The Investment Specialist role is dually employed between Libro Credit Union and Credential Asset Management.

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.

Could this be you ? Are you ready to Be Libro ?

Do you have a passion for growing prosperity in Southwestern Ontario by transforming banking through inspiring financial happiness?

Are you an Epic Human; joyful in your work, passionately accountable, a bold explorer and mutually inclusive?

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.

**How we bring Joyful in our work**:
Competitive salaries and employee pension plans

Comprehensive benefit package including health, dental, and vision

Generous vacation time

Employee wellness programs

Staff accounts and staff rates on products and services

Staff appreciation programs and awards

Career development opportunities including tuition assistance

Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team

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, Libro offers 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.

Libro will provide accommodations to employees with disabilities, upon request.

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