Investment Specialist Grunthal

Grow your career with one of Manitoba’s Top Employers since 2014.

At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee’s contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

At Access Credit Union, our values are straightforward:

• Do good

• Be better

• Own it

• Move forward

The Investment Specialist I seeks to manage and grow the assigned wealth management portfolio by providing exceptional service to both existing and potential members through the sale of mutual fund products and basic planning services. The primary focus of this role is on serving the needs of investors with basic investment and planning needs while referring larger investment accounts to the Wealth Advisor.

Key Responsibilities and Accountabilities

• Proactively work to retain and expand existing member relationships whilepursuingnew sources of business.

• Providebasicfinancialand investmentsolutionsto new and existing Credit Union members.

• Operate as the primary contact for assigned members, managing the relationship on behalf of the credit union to ensureallmembers’ needs are met

• Identifyholisticmember needs/goals andreferidentifiednon-mutual fundsales and service opportunities to the appropriate Credit Union experts.

• Provide members withbasic planning strategies, including butnot limited to retirement, education, asset allocation and risk management.

• Work in close collaboration with the consumer branch network toestablishtrusted internal relationshipstofoster a steady stream of referrals

• Actively take partin meetings, planning and training initiatives, sharing information and ideas to buildorganizationalachievementand success.

• Build the Credit Union’s profile in the community as a professional provider of wealth management products,services,and expertise.

• Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality,security,and fraud prevention.

• Maintain thorough knowledge of and adhere to Credential Asset Management policies and procedures as outlined in the CAM compliance manual.

Essential Qualifications

• Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)

• Newly licensed with financial services experienced

• Must be able tolicensein good standing

• Strong interpersonal and communication skills,both verbal and written

• Ability to motivate others and work withina dedicated team environment

• Attention to detail with high degree of accuracy

• Ability to work in a fast-paced environment and perform well under pressure

• Ability to prioritize using sound judgement to make timely and effective decisions

• Thorough understanding of a variety of investment products and services including mutual funds, term deposits, and registered investment products

• Basic understanding of financial planning concepts

• Abilityto follow standardized policies and procedures

• Knowledge of risk management within the financial industry

• Proficient computer skills

Employee Sub-Type

Regular

Starting Salary

$51,139.00