Investment Specialist - Partner - Revelstoke Credit Union

POSITION DESCRIPTION

Job purpose

This in-branch position provides advice direct sales and ongoing service to members and potential members on investment products through the branch channel through Aviso Wealth; manages a portfolio of members to increase business retention and share of wallet by conducting regular reviews of member investment portfolios and provides advice on investment and tax planning. Refers members with more complex wealth management needs to a Financial Planner. This position does not sell insurance products nor does any lending.

Key Areas of Accountability

Proactively develops and manages a portfolio of member relationships; assesses and anticipates individual member needs to maximize member relationships; develops a portfolio and contact management plan; conducts regular portfolio reviews with the member.

Represents the full range of credit union deposit investment and ancillary products and services in the best interest of the member through Aviso Wealth; provides investment advice and sells a select group of third party mutual funds.

Completes basic financial analysis to develop investment strategies for the members and refers members with complex financial planning needs to the Financial Planner.

Engages in proactive sales and business development activities including follow-up direct marketing and professional contact with prospects; maintains close working partnerships with other areas of the credit union; liaises with branches insurance services and investment product suppliers such as MemberCare and Aviso Wealth

Facilitates referrals and the follow up for financial services not directly sold or delivered by this role; actively refers business opportunities to appropriate operational areas and contributes to a positive working relationship with all credit union staff

Qualifications

Registered to sell mutual funds

1 - 3 years experience or equivalent combination of education and experience

Demonstrated commitment to applying relevant and applicable policies procedures in the day-to-day performance of the functions of this position

Customer service orientation driven to help customers meet needs or resolve problems

Team player driven to ensure that the whole team is successful

Strong organizational time management and communication skills

Demonstrated commitment to personal and professional development

Experience working in a sales environment where formal selling thresholds targets and goal setting are routine

Industry experience in financial services retail hospitality travel etc

Competencies

Listening Understanding and Responding

Listening Understanding and Responding is the ability to accurately listen and understand and then respond appropriately when interacting with individuals and groups.

Results Orientation

Results Orientation is a concern for working towards a standard of excellence. The standard may be ones own past performance an objective measure the performance of others challenging goals one has set or even what anyone has ever done.

Adaptability to Change

Adaptability to Changeis the ability and willingness to adapt to and work effectively within a variety of situations and with various individuals or groups. It entails understanding and appreciating different and opposing perspectives on an issue adapting ones approach as the requirements of a situation change and changing or easily accepting changes in the organization or job requirements.

Customer Service Orientation

Customer Service Orientationis the desire to help or serve and build relationships with members and/or internal customers to meet their needs. It means focusing ones efforts on discovering and meeting the customers needs and expectations. (Customer includes members internal customers or clients suppliers etc).

Teamwork and Co-operation

Teamwork and Co-operationinvolves working co-operatively with others being part of a team working together as opposed to working separately or competitively. These behaviours apply when one is a member of a group of people functioning as a team.

Direct reports

This position has no direct reports

*Disclaimer: Mutual funds and other securities are offered through Aviso Wealth a division of Aviso Financial Inc.

Required Experience:

Unclear Seniority