Investment Specialist

2 weeks ago


Burnaby, Canada Gulf and Fraser Fishermen CU Full time

**Why Gulf & Fraser?**:

- Drive, contribute, grow - together._
At Gulf & Fraser, you have the opportunity to drive, develop and further your career alongside a team of passionate, empowered, and engaged fellow professionals. Gulf & Fraser is proud to offer a caring, open-minded culture that encourages community involvement where you can contribute to causes that are important to you. You can grow your own success and feel great about working with us

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Position Overview*
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, the incumbent will provide holistic financial and investment planning advice, develop long-term relationships, and create customized investment solutions for G&F Financial Group members.
This is a mobile position working in partnership with various branches.

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Accountabilities:*
- Provides high-quality investment and financial advice and services to members to help them achieve their long-term financial goals
- Acquire and consolidate member assets
- 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.

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Requirements:*
- 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

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How to Apply:*


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