Investment Specialist
2 weeks ago
**About Beem Credit Union**
**What this role is all about**:
Beem Credit Union is looking for a motivated and high-performing individual to join our Wealth Management team as an Investment Specialist. Working amongst a team of respected professionals, you will provide holistic financial and investment planning advice, develop long-term relationships, and create customized investment solutions for Beem Credit Union.
**What you’ll do**:
- Provides high-quality investment and financial advice and services to members to help them achieve their long-term financial goals
- Acquire and consolidate member asset
- 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.
**A little about your qualifications**:
- 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
**What you'll gain**:
- Competitive base salary reviewed annually. The salary range for this position is $57,000 (without CFP or QAFP certification) to $66,000 (with CFP certification).
- Annual incentive bonus based on performance.
- Extended health care, dental coverage and disability coverage
- Favorable vacation benefits
- RRSP with Employer contributions, and the option to contribute yourself
- Special banking perks - including mortgage and lending products
**Ready to join?
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