Position will support the Kamloops and Merritt branches
The Investment Specialist supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.
Through personal strengths in communication, sales leadership, and initiative you will achieve financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships; pursue internal opportunities/referrals, and external business growth opportunities.
With proven sales and service ability you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives; develop external leads and build referral relationships within the community. Strong problem solving and interpersonal skills along with attention to detail and accuracy allow you to develop and deliver educational seminars to members and staff on investment related topics and assist in the education of branch staff regarding Credit Union services and products in order to pro-actively grow the business. You will also work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost effective manner. You will perform other duties as assigned.

Experience
Required

• Knowledge of RRSPs, RRIFs, RESPs, mutual funds and individual securities.
• Knowledge of current domestic and international investment marketplace.
• 2 - 4 years: Job related experience in a financial sales & services environment.

Education
Required

• Investment Funds in Canada (Mutual Funds) or better
• High School Diploma or better

Preferred

• Canadian Securities Course or better
• Conduct and Practices Handbook Course or better
• Some college or better

Licenses & Certifications
Preferred

• Certified Financ. Planner

Job Type: Full-time

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