Deliver investment advice through digital channels as an Investment Specialist, using telephone and video to support members virtually. Build personal connections while guiding financial decisions.
Within Affinity Wealth Management, you will assess member needs and recommend investment and deposit solutions. You will provide foundational financial planning, investment advice, portfolio management, and reviews. Member education and technology support remarkable experiences, business retention, and wallet share growth.
Key Responsibilities:
- Deliver financial advice through telephone and video channels
- Assess needs and recommend investment and deposit solutions
- Refer members to fellow specialists when appropriate
- Provide foundational planning, investment advice, and portfolio reviews
- Educate members using technology and demonstrations
Requirements:
- Related diploma or degree and two years' experience
- Equivalent combination of education and experience considered
- Completed CSC, IFIC, or equivalent mutual funds course
- Maintain eligibility for mutual funds registration
- Demonstrated sales ability growing books and achieving targets
Apply investment advice, portfolio management, and member education skills within Affinity Wealth Management's virtual team.
Virtual Investment Advice Specialist in Montréal employer: Affinity Credit Union
Affinity is an exceptional employer that prioritizes employee well-being and professional growth, making it a fantastic place for a Compensation Analyst to thrive. With a vibrant work culture that celebrates achievements, employees benefit from a competitive total rewards package, including health and dental benefits, a pension plan, and ample vacation time. Located in Saskatchewan, Affinity fosters a collaborative environment where data-driven insights lead to meaningful contributions, ensuring that every team member feels empowered and valued.
