Investment Specialist at Access Credit Union

Location: Grunthal

Elevate your career as an Investment Specialist with Access Credit Union! This role focuses on managing wealth portfolios and providing tailored financial solutions to members.

As an Investment Specialist I at Access Credit Union, you will develop existing member relationships and seek new business while providing basic planning strategies. Your efforts will ensure members receive exceptional service tailored to their investment needs while identifying opportunities for larger accounts with Wealth Advisors.

Key Responsibilities:

• Retain and expand member relationships proactively

• Provide basic investment solutions to Credit Union members

• Manage investments and member correspondence effectively

• Identify member goals and refer to experts as needed

• Develop planning strategies in key areas like retirement

Requirements:

• Valid Investment Funds in Canada or Canadian Securities Course

• Newly licensed with some financial services experience

• Strong communication and interpersonal skills

• Ability to motivate within a team-oriented environment

• Proficient with various investment products and services

Utilize your skills in investment management, client relations, and financial planning within Access Credit Union’s collaborative environment.
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