Investment Specialist

4 days ago

Surrey, Canada Prospera Credit Union Full time

Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities from Vancouver, through the Fraser Valley, and to the Okanagan. It’s our vision to help build vibrant healthy communities, thriving local enterprises, and financially empowered people.

Do you love helping people achieve their financial dreams? We are currently seeking an **Investment Specialist** to join our Newton (Surrey) branch. The Investment Specialist (IS) is responsible for ongoing service delivery and the proactive sale of investment products to a portfolio of assigned customers. This role is focused on wealth planning with mutual funds and has no lending responsibilities. The IS will provide a superior level of customer service to enhance individual customer relationships and ensure that both individual and branch goals/objectives are achieved. In support of our customer-centric service model the IS also sources opportunities and makes referrals to senior advisors and other business lines as appropriate.

**What you’ll do**:

- Manage an assigned book of investment business encompassing primarily term deposits and mutual funds
- Build and maintain strong, trusted member relationships by providing customized service based on customers' investment planning needs and risk profile
- Review and analyze portfolios on a regular basis and recommend adjustments to balance the portfolio based on client objectives and risk assessment
- Proactively build business and membership both within the current portfolio and new clients
- Participate in business development plans and activities to build networks for new customers or referrals for potential customers, and establish relationships with potential new customers through proactive networking, sourcing and follow up
- Provide consultative services when required for mutual fund investment-related member interactions managed by branch management and staff
- Share industry trends and product knowledge with the branch proactively or through regularly scheduled branch meetings.
- Interview customers, analyze current wealth management products, and refer customers to an Investment Advisor if the assessment determines a need for financial planning, estate and tax planning or life insurance products

**What you bring**:

- Mutual funds license (must have)
- 3+ years experience in a 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
- Familiarity with PlanPlus financial planning software preferred
- Familiarity with PALTrak preferred
- Enrolled in the CFP program within 6 months of attaining the position

**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 are committed to our employee’s growth and development and we want to see you soar.

**Fun & 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.

**Hybrid Opportunity **This role participates in our flexible work program. Our approach to flexibility is simple
- Work from home, our corporate centre or a branch location based on the type of work you’re doing. Bottom line is we want your best work no matter what location you’re working from on any given day.

**Show me the money **We offer competitive pay, a personalized benefits program, a generous defined contribution pension plan, and an employee incentive program.

**Community Focused. **At Prospera, local banking means more, and that means giving back to the communities we live, work and play in. We participate in many community minded activitie

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