[Hiring] Financial Services Representative @Hunter Street Office

Role Description

As a Financial Services Representative, you will:

• Specialize in investments, sell and deliver all investment products and services
• Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis
• Assist with the development of business opportunities to establish a profitable investment portfolio with the corporate objectives of the credit union
• Anticipate and determine the needs of members. Transact requests or refer the member to the suitable service area
• Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning
• Identify opportunities to generate sales and new members
• Monitor the renewal of maturing investments. Ensure members receive appropriate notice, advising of alternative options and assist with renewals
• Establish and maintain effective relationships with members by providing excellent member service
• Perform other duties as needed or assigned

Qualifications

• Post-secondary education with emphasis in business or financial planning would be an asset
• A minimum of two years of sales, service and investment administration and/or sales experience
• Advanced member service and sales skills
• Excellent organizational and time management skills
• Mutual Funds License, active and in good standing
• Willingness to complete additional educational components as required

Benefits

• Generous vacation time
• Comprehensive medical and dental benefits
• Pension Plan
• Focus on employee well-being
• Dedication to your learning and development
• Celebrating your achievements through our employee recognition program
• Supportive work environment

Company Description