Note: The job is a remote job and is open to candidates in USA. Access Credit Union is one of Manitoba's Top Employers, fostering a professional and innovative work environment. The Virtual Investment Specialist is responsible for managing and growing a wealth management portfolio by providing exceptional service to members and driving growth through the sale of mutual fund products and basic planning services.
Responsibilities
- Oversee small account platform by managing assigned mutual fund portfolio
- Proactively work to retain and expand existing member relationships while pursuing new sources of business
- Provide basic financial and investment solutions for new and existing Credit Union members
- Operate as the primary contact for assigned members, managing the relationship on behalf of the credit union to ensure all members’ needs are met
- Identify holistic member needs/goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit Union experts
- Provide members with basic planning strategies, including but not limited to retirement, education, asset allocation and risk management
- Work in close collaboration with the consumer branch network to establish trusted internal relationships to foster a steady stream of referrals
- Actively take part in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and 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
Skills
- Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)
- Newly licensed with financial services experienced
- Must be able to license in good standing
- Strong interpersonal and communication skills, both verbal and written
- Ability to motivate others and work within a 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
- Ability to follow standardized policies and procedures
- Knowledge of risk management within the financial industry
- Proficient computer skills
Benefits
- 100% company paid health benefits
- Employer-matched pension plan
- Continuing education
- Career advancement opportunities
Company Overview
Access Credit Union is a Canadian credit union that provides daily banking, loans & mortgages and investment services. It was founded in 1940, and is headquartered in Winkler, Manitoba, CAN, with a workforce of 1001-5000 employees. Its website is https://www.accesscu.ca/.
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