Investment Specialist

**Investment Specialist**

**Permanent Full Time, Winkler**

**Starting salary $48,533**

**Why should you join our team?**

At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

**At Access Credit Union, our values are straightforward**:

- Do good
- Be better
- Own it
- Move forward

**What will you be doing?**

The Investment Specialist seeks to manage and grow the assigned wealth management portfolio by providing exceptional service to both existing and potential members through the sale of mutual fund products and basic planning services. The primary focus of this role is on serving the needs of investors with basic investment and planning needs while referring larger investment accounts to the Wealth Advisor.

**Key Responsibilities**:

- Proactively work to retain and expand existing member relationships while pursuing new sources of business.
- Provide basic financial and investment solutions to new and existing Credit Union members.
- Operate as the primary contact for assigned members, managing the relationship on behalf of the credit union to ensure all members’ needs are met
- Identify holistic member needs/goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit Union experts.
- Provide members with basic planning strategies, including but not limited to retirement, education, asset allocation and risk management.
- Work in close collaboration with the consumer branch network to establish trusted internal relationships to foster a steady stream of referrals
- Build the Credit Union’s profile in the community as a professional provider of wealth management products, services, and expertise.

**What do you need?**
- Willingness to work towards completion of the Certified Financial Planner (CFP) or Professional Financial Planner (PFP) designation is considered an asset.
- Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)
- Must be able to license in good standing
- Strong interpersonal and communication skills, both verbal and written
- Ability to motivate others and work within a dedicated team environment
- Attention to detail with high degree of accuracy
- Thorough understanding of a variety of investment products and services including mutual funds, term deposits, and registered investment products

**Are you ready to?**
- Be an ambassador for our brand, values and products
- Ensure things get done efficiently
- Go home each day feeling accomplished
- Challenge the status quo
- Build a career
- Continue learning

**We welcome diversity, value inclusion, and take pride in our vibrant corporate culture. Our team is a reflection of the members we serve and the communities we live in.**

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: In person

Application deadline: 2024-02-14