Reporting to the Wealth Services Supervisor, you will:
Be responsible for the day-to-day delivery of Wealth Services, which includes portfolio management and mutual funds,
promote and sell investment products,
Create and implement financial and investment plans for members and potential members by interviewing and analyzing members needs,
Ensure all activities are in compliance with relevant legislation, regulations, policies and procedures regarding the promotion and sale of investment products and services through a needs analysis.
As the successful candidate, you:
Offer a grade 12 Diploma, a post-secondary Diploma/Degree and a Mutual Fund License,
CFP designation preferred, along with 1 3 years of job related experience (equivalencies will be considered),
CUIC courses, sales training and product proficiency courses would be considered assets,
have excellent communication and interpersonal skills and value teamwork as essential,
have proven dedication to providing quality member service,
have a working knowledge of various computer software programs.
Synergy Credit Union offers a competitive salary and a superior employee benefit program.