Job Posting Details

Investment Funds Advisor, VantageOne Credit Union

Location:Vernon, British Columbia
Posting Date:June 15, 2018
Closing Date:until filled
Web Site:www.vantageone.net
Competition:EX2018-17
Employment Type:Full-time

VantageOne Financial Corporation, a wholly-owned subsidiary of VantageOne Credit Union, is seeking an individual to fill the role of Investment Funds Advisor. 

This full time position is responsible for:

· The delivery and growth of portfolio consisting of a broad range of mutual fund investment solutions

· The achievement of sales and referral goals

· Providing financial planning solutions to existing and potential client’s with a focus on their  individual needs

· Enhancing the client experience through consultative conversations to better understand client needs and goals;

· Aligning client needs and goals with appropriate product, service or referral channel.

If you are currently licensed to sell mutual funds, and are experienced in developing, growing and preserving an investment portfolio this may be an opportunity for you! 

Please submit your cover letter and resume to HR@VantageOne.net, please include EX2018-17 in the subject line.

We welcome applications from all interested; however, only those selected for an interview will be contacted.