Investment Specialist

2 months ago

Woodstock, Ontario, Canada Libro Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Investment Specialist to join our team at Libro Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on investment products and services.

Key Responsibilities
  • Build strong relationships with members to understand their financial needs and goals.
  • Provide personalized investment advice and guidance to help members achieve their financial objectives.
  • Develop and implement effective sales strategies to grow our mutual fund business.
  • Collaborate with other team members to ensure seamless delivery of financial services to our members.
  • Stay up-to-date with industry trends and developments to ensure our members receive the best possible advice.
What We Offer
  • A competitive salary and comprehensive benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.
  • Access to industry-leading training and education programs.
  • A chance to make a real difference in the lives of our members.
About Libro Credit Union

Libro Credit Union is a progressive and forward-thinking financial institution that is committed to helping our members achieve their financial goals. We are a Certified B Corporation, dedicated to using business as a force for good in our community. Our members are at the heart of everything we do, and we are passionate about providing them with exceptional service and advice.

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