Investment Representative
Trenton, ON, Canada
Job Description
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Investment Representative (Permanent, Full-time) Location: Trenton, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: Dependent on experience As an Investment Representative, you will:
- Actively promote, 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 within the corporate objectives of the credit union.
- Identify and generate sales opportunities; cross sell all Credit Union products and services and participate in sales programs, telemarketing and initiatives to attain individual, branch and organizational goals.
- Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals. In a similar nature, contact members when the aforementioned products have not been renewed or will be transferred out, to discuss options with them.
- Complete appropriate documentation accurately in order to process and key in transactions and update records.
- Complete Mutual Fund licensing requirements within six months of start date. Followed by or in conjunction with all internal training requirements applicable to Mutual Fund Sales.
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Post-secondary education with emphasis in financial planning or management would be preferred - Minimum of three years of financial services industry experience
- Two years of sales, service and investment administration and/or sales experience
- Working towards Mutual Funds License
- Advanced member service and sales skills
- Excellent organization and time management skills
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Job Detail
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Job IdJD2141991
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationTrenton, ON, Canada
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EducationNot mentioned