[Remote] Virtual Investment Specialist (Full Time, Permanent) Remote within Manitoba

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