HMECU Job Board
Investment Funds Representative
Description
Position Vacancy
Job Title: Investment Fund Representative
Job Status: Regular Full -Time – One (1) Existing Vacancy
Primary Location: Limeridge Branch
Introduction
Do you bring high energy and a positive attitude to the team? Do you enjoy building and growing your clients for todays needs and tomorrows goals? If you answered yes to both these questions, then Healthcare & Municipal Employee’s Credit Union (HMECU) is the place for you.
Company
HMECU has been serving our healthcare, municipal, fire and police community for 90 years! We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.
Our Purpose
We care for the financial needs and wellbeing of our members so you can focus on what matters most.
Job Purpose & Summary
The Investment Funds Representative is responsible for developing member relationships by providing advice, direct sales and ongoing service for investment products through the branch channel. The primary focus of this role is on mutual funds sales. They will be responsible for developing and managing a portfolio of member relationships while assessing and anticipating individual member needs. The Investment Funds Representative will be expected to engage in proactive sales and business development through follow-ups, and actively participating in community events that promote HMECU to our membership. They are considered a key contributor in the Wealth Department.
Skill Requirements
Required Experience:
- 2-3 years in a Financial/Wealth Advisory Role or equivalent experience is required;
- University Degree or College Diploma in Business or Finance or equivalent;
- Mutual Fund accreditation and license required;
- Experience selling mutual funds is considered an asset;
- PFP, CFP or equivalent is considered an asset;
- Canadian Securities Course completion is considered an asset;
- Strong technical and computer skills, including MS Office applications (Word, Excel, Outlook);
- Prior banking/credit union experience preferred;
- Must be bondable.
What you’d be doing:
- Conduct basic financial analysis and risk assessment of current and prospective HMECU members to develop investment strategies that best fit their needs;
- Responsible for developing and managing a portfolio of member relationships.;
- Assessing and anticipating individual member needs to maximize member relationships;
- Responsible for regular portfolio reviews with members;
- Responsible for actively promoting HMECU internally and externally with expectation of community involvement to establish a network;
- Conducts interviews with members to determine short/long term financial goals and provide financial advice on wealth management;
- Engage in proactive sales and business development activities including follow up, direct marketing, and participating in HMECU community events;
- Draw on personal experience and knowledge to provide additional added value service by making recommendations for improvements to staff members for increasing member service;
- Presenting informative educational seminars for members, both on site and at the offices of our employer groups;
- Responsible for selling, cross-selling, and up-selling all credit union products and services based on member identified needs.
Other Duties and Responsibilities as may be assigned
Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made.
Job Type: Full - time
Primary Location: Limeridge Branch
Hours of Work: 35 hours per week
Benefits: YES. At HMECU we offer a very comprehensive Benefits Package. 100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.
Pension: 7% Employer Contribution to our Defined Contribution Pension Plan
Compensation: Band 1 - $44,900.00 - $67,400.00
Other Compensation: Revenue Based Compensation following probationary period