Senior Investment Manager

22 hours ago


Ottawa, Ontario, Canada Alterna Sa Full time
About Alterna

Alterna Savings and Credit Union Limited, known as the Good in Banking, has been transforming lives for over 115 years by creating financial services that give back to the community.

Job Description

We are seeking a skilled Senior Investment Manager to join our team. As a key member of our wealth management team, you will be responsible for driving the provision of investment-oriented financial advice, sales, asset consolidation, and new client acquisition within assigned branches.

Key Responsibilities:
  • Manage an assigned portfolio of members using financial planning concepts, advisory tools, and relationship-building strategies to meet their investment needs.
  • Proactively build solid working partnerships with branch teams to facilitate introductions to existing members and clients.
  • Leverage resources to actively contact members (marketing, call lists, referrals) and enhance the wealth management knowledge of branch partners.
  • Provide financial advice using PIP (Personal Investment Plan) financial planning tool and achieve high member satisfaction among assigned business.
Requirements:
  • A minimum of 2 years of financial advisory experience and demonstrated relationship-building skills.
  • Good knowledge of products and services, including credit.
  • Sound knowledge of various computer applications, such as Excel and Word.
  • Ability to demonstrate sales management techniques, identify needs, and present solutions.
What We Offer:
  • An estimated salary range of $80,000 - $120,000 per year.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A collaborative work environment with a focus on integrity, respect, and collaboration.


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