Junior Investment and Member Solutions Rep

2 weeks ago

Thunder Bay, Canada Bay Credit Union Limited Full time

**Overview**

**Duties**
- Provide assistance by listening to members, identifying needs, and providing appropriate financial services.
- Assists in managing risk by ensuring that all deposit, investment and credit card services meet regulatory and credit union policy requirements such as identification and source(s) of funds; reports any unusual occurrences or fraudulent activity to next level management upon discovery.
- Resolve problems with members’ accounts quickly and to member satisfaction; when appropriate, escalates issues to next level management.
- Keep up to date with all changes and new products in order to provide the best service possible.
- Proactively contact members to review existing products and provide investment and retirement planning.
- Expand existing relationships by consolidating investable assets to increase share of wallet.
- Follow the standards and procedures and adhere to compliance, policy and industry guidelines.
- Contribute to the overall business objectives of the credit union by striving to reach branch and campaign targets.
- Open New Member accounts and offer products at time of opening.
- Perform other related duties as assigned by next level management as required.

**Experience**
- Prior investment training an asset (Canadian Securities Course or Investment Funds in Canada).
- Previous experience in a customer-facing role within the financial services industry is advantageous.
- Excellent verbal and written communication skills to convey complex information clearly.
- A commitment to ongoing professional development and staying current with industry trends.

Join us as an Investment Representative and take the next step in your career while helping clients achieve their financial aspirations

**Job Types**: Full-time, Permanent

Pay: $41,101.06-$46,106.06 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Profit sharing
- RRSP match
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday
- No weekends

Work Location: In person

Expected start date: 2025-06-23

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