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Wealth Specialist

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Job Order #: 5667799

NOC: 1114
Employer Name:
New Community Credit Union
Posted Date:
07-Feb-2019
Location:
SASKATOON
 
# of Positions:
1
Employment Terms:
Full Time
Length of Employment:
Permanent
Apply By:
22-Feb-2019
How to Apply?:
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Employer Name:
New Community Credit Union
Employer Address:
 
321 20TH ST W
SASKATOON,SK
CANADA
S7M0X1
Contact Name:
Robert Hoesgen
Contact Email:
Robert.Hoesgen@newcommunity.cu.sk.ca
Employer Website:
www.newcommunitycu.com


Description

New Community Credit Union has an exciting opportunity for a results oriented investment professional. With a passion for exceptional customer service, this position will manage an existing portfolio of on and off book investment products  both registered & non-registered.  You will also be expected to open accounts, and deal with any admin work as required. Under general supervision, you will proactively manage both current and new member relationships, while adding value to every member experience.

Our desired candidate will meet the following criteria:

Must be eligible to be MFDA licensed immediately to sell mutual funds.
Able to juggle the demands of both on book and off book investments.
Post-secondary education in a related discipline, or an equivalent combination of education and experience, with a minimum of 3 years of experience.
Proficiency in both product knowledge and regulatory and compliance requirements.
Proven results in sales and superior customer service.
Expertise in a full suite of computer programs, and an ability to utilize technology to maximize efficiency.
Demonstrated commitment to ongoing professional development.

This is a full-time permanent position.  Salary is dependent upon knowledge and experience.  We offer a full comprehensive benefit package with a 5-7% matched pension program.

If you are a strong team player looking for an exciting and rewarding opportunity, we invite you to submit your rsum in confidence, by Friday, February 22, 2019 to Robert Hoesgen, Manager Retail Services

While we thank all applicants for their interest, only those under consideration will be contacted.

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