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Join the team at Weyburn Credit Union as a Senior Investment Specialist and build your career in the best place to live in the Prairies ! At WCU, we are committed to making a positive impact in our communities. We are looking for an experienced investment professional who is dedicated to ongoing learning and development, and who is passionate about guiding our members toward financial well-being.
As the Senior Investment Specialist, you will take the lead on providing exceptional investment advice and service to our members. You will specialize in mutual funds and play a pivotal role in guiding individuals through their financial planning journey.
The ideal candidate will thrive in our evolving environment as we continue to shape our wealth management processes to meet the unique needs of our members and organization.
If you are looking for a career, and not a job, this role is for you!
The salary for this position is $70,000 annually plus commission, and potential to earn a variable compensation*.
As a team member you will enjoy an above market compensation package including comprehensive employee benefits and a wellness balance.
You must have a proven track record of developing strong internal and external relationships, both individually and in a team environment. Strong initiative and ability to work independently, adapting to changing priorities and business needs.
If you do not meet all the criteria but believe that your qualifications and experience would be valuable in this position, we strongly encourage you to apply! A full job posting can be found on our website here: https://www.weyburncu.ca/en/about/careers.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Credentials (certificates, licences, memberships, courses, etc.)
- Canadian Securities Institute Course
Securities Sales Agent and Investment Dealer Specific Skills
- Review financial literature to identify potential investments for clients
- Provide investment information and service to clients
- Monitor client's investment portfolios and ensure that investment transactions are carried out according to industry regulations
- Buy and sell securities for clients
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