Job Posting Details

Investment Specialist, Salmon Arm Savings and Credit Union

Location:Salmon Arm, British Columbia
Posting Date:September 11, 2018
Closing Date:until filled
Web Site:www.sascu.com
Competition:HR2018.051
Employment Type:Full-time

HR2018.051 Investment Specialist, Full Time
SASCU Wealth

Reporting to the Manager SASCU Wealth the Investment Specialist is a proactive sales position that is responsible for delivering professional financial advice to Credit Union members and non-members, primarily focused on savings, investment and retirement solutions.  The Investment Specialist role provides mid-level financial advice and investment solutions, offering products, services and scalable advice that builds a bridge for members as their needs progress towards full financial planning.

The Investment Specialist delivers on the SASCU Member Experience by demonstrating initiative in identifying member needs, building sound modular financial plans and partnering to actively promote the growth of all SASCU Credit Union and SASCU Wealth products and services.

The successful candidate will be accountable to:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines and developing existing member and community relationships;
  • Set and meet sales, growth and professional development targets;
  • Build both internal and external networks to capitalize on business referral opportunity;
  • Prepare and present financial strategies appropriate for the achievement of the client’s specific goals and objectives;
  • Provide comprehensive investment, insurance and financial advice in a way that educates the client and enables them to make sound financial choices;
  • Sale of SASCU on and off-book (mutual fund) investment products;
  • Provision of ongoing client service, financial goal review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs;
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts and providing value-added financial advice that enables the client to improve their financial position over time;
  • Work closely with credit union peers to provide members with next level financial products and advice and to help clients establish sound financial habits, eventually referring them to a SASCU Financial Planner based on account size, life stage or complexity of needs;
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time;
  • Serve as an internal resource for SASCU peers in the provision of financial products and services.

Education, Training and Experience:

Post-secondary education, plus 3 years of investment related experience. CFP (or PFP) an asset with expectation to attain designation within a 3 year period.  Valid and current BC Mutual Funds License (IFIC/Canadian Securities).

The successful applicant will also demonstrate the following competencies:

· Professional level knowledge of Canadian Investment products, strategies and concepts;

· Proven track record of achieving and exceeding sales objectives;

· Understands and complies with regulatory and compliance policies and procedures;

· Strong organizational and time management skills;

· Excellent communication and interpersonal skills;

· High level of ownership, accountability and initiative;

· Fully proficient with industry standard systems and programs (any CRM and/or Financial Planning software is an asset);

· Act according to SASCU’s Values and Leadership Competencies.

This position provides an excellent opportunity for a community minded individual to further their career within a successful and growing organization. SASCU is a community-based, financial co-operative, which offers a full range of banking and financial services. Having recently celebrated its 70th year in the Shuswap, SASCU’s growth continues with more than 19,000 members, 140 staff, and over $700 million in assets.  Learn more at www.sascu.com

This is a Monday to Friday position (may be required to work flexible or non-standard hours based on operational needs).

This posting will remain open until filled. To apply, please mail or email a résumé to us at: 

SASCU Credit Union
Human Resources
PO Box 868, 370 Lakeshore Drive NE
Salmon Arm, BC V1E 4N9
hr@sascu.com