Interior Savings Credit Union is now hiring an Investment Specialist to join their South Okanagan team!

Join our Team!

We measure success by the success of our members and the strength of our local communities. By choosing Interior Savings, you give us the power to give back to your community. You help us create local money that stays local – supporting local causes, events, initiatives, and positive local change. Here at Interior Savings, we support and value our employees, and work together to strengthen our communities!

Interior Savings is looking to bring a new Investment Specialist to join the Wealth Management Team in the South Okanagan.
The South Okanagan is known for having the warmest weather conditions in all of Canada and with lots of sunshine and a comfortable climate all year round it’s a great four-season destination offering so much to do in the beautiful outdoors. Not to mention that the region is at the heart of BC’s wine industry.

The Investment Specialist supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals.

Through personal strengths in communication, sales leadership, and initiative you will achieve financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships; pursue internal opportunities/referrals, and external business growth opportunities.

With proven sales and service ability you will identify cross-selling and referral opportunities to other Interior Savings partners, achieve referral objectives; develop external leads and build referral relationships within the community. Strong problem solving and interpersonal skills along with attention to detail and accuracy allow you to develop and deliver educational seminars to members and staff on investment related topics and assist in the education of branch staff regarding Credit Union services and products in order to pro-actively grow the business. You will also work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost-effective manner. You will perform other duties as assigned.

Education

  • High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent and have or be willing to work towards the CFP (Certified Financial Planner designation).
  •  Must possess a Mutual Funds License.

Experience/Knowledge

  • 2-4 years of job-related experience in a financial sales & services environment
  • Knowledge of current domestic and international investment marketplace
  • Knowledge of RRSPs, RRIFs, RESPs, mutual funds and individual securities

For more information or to apply for this position please visit our website: interiorsavings.com

We thank all applicants for their interest and will contact short-listed candidates only.

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