Investment Specialist

2 months ago

Maple Ridge, Canada Prospera Credit Union Full time

**TEAM LOCAL is hiring**

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.

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 through managing, building business or referring customers while remaining compliant with our policies, processes and procedures, and in support of our customer centric service model. The IS will provide a superior level of customer service that will enhance individual customer relationships to ensure that both individual and branch goals and objectives are achieved. 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**:

- Manages an assigned book of investment business encompassing primarily term deposits and mutual funds.
- Builds and maintains strong, trusted member relationships by providing customized service based on customers investment planning needs and risk profile.
- Reviews and analyzes portfolios on a regular basis and recommend adjustments to balance the portfolio based on client objectives and risk assessment.
- Proactively follows up on new and existing clients using appropriate contact and service protocols, referral, and maturity dates.
- Ensures retention of existing clients by providing professional advice/services and added value.
- Maintains a current referral log and tracks member service within the CRM system.
- Provides consultative services when required for mutual fund investment related member interactions managed by branch management and staff.
- Actively participates in business development plans and activities to build networks for new customers or referrals for potential customers.
- Establishes relationships with potential new customers through proactive networking, sourcing and follow up.

**What you bring**:

- 3 years’ experience in front line position within a financial institution with proven sales experience in RRSP/Investment deposits.
- Experience selling 3rd Party Mutual Funds.
- Experience managing a portfolio of clients.
- Detailed experience with deposit related products, personal lending, and residential mortgages
- Courses towards or completion of CFP Designation
- Familiarity with PlanPlus financial planning software
- Familiarity with PALTrak

Prospera's compensation philosophy strives to provide total cash opportunities to employees that are aligned with the company's strategic priorities, competitive in the marketplace, and internally equitable. Compensation encompasses the cash components of the company’s overall total rewards package, which may include base salary, discretionary annual variable incentive, and a business sales incentive. **The expected salary for this position is $65,000 to $70,000.**

**Our Values**
- Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
- Empower and enable others: We give each other the space, trust, and tools to succeed.
- Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
- Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
- Thrive as One Team: We collaborate because it strengthens us.

**What’s in it for you?**
- **Inclusive, equitable and accessible workplace**: All team members are valued, respected and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.
- **Training and support.** We set our employees up for success with training and continued support and access to resources throughout employment.
- **Career advancement** We’re committed to our employees’ growth and development and we want to see you soar.
- **Fun and camaraderie.** We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
- **Show me the money** We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
- **Community focused.** **We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

**Our commitment to Diversity, Equity

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