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affinity (noun):
1. a natural attraction or feeling of kinship
2. a close connection marked by community of interests
3. the name on our doors
We want our employees to feel great coming to work. After all, an exceptional employee experience leads to an extraordinary experience for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be the perfect fit.
We're looking for an Investment Specialist to help secure the financial future of our members. You'll deliver sound financial advice and make personal connections, adding value to our Affinity Wealth Management department and the members you serve!
What you'll do
- Assess member needs and provide a range of investment and deposit solutions, referring members to fellow specialists as appropriate
- Deliver foundational financial planning and investment advice, portfolio management and review
- Focus on member education and demonstration, leveraging technology to deliver a remarkable member experience, provide advice, retain business and increase wallet share
What you'll get
- The support to grow in your career with opportunities to advance
- A competitive salary plus bonuses for your hard work
- A total rewards package with health & dental benefits, pension & health spending account
- Vacation time and personal days off to maintain a healthy life/work balance
- A referral bonus when you scout great talent & they join our team
What you've got
- Post-secondary diploma or degree in a related field and 3 years of related experience or an equivalent combination of education/experience
- Completion of a mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
- Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
Work Setting
- Bank
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