Job Posting Details
Location: Ladner/Tsawwassen, BC, British Columbia
Posting Date: January 13, 2014
Closing Date: February 10, 2014
Web Site: www.envisionfinancial.ca
Employment Type: Full-time
Overview
As strategic partners, First West Credit Union and Qtrade Financial Group provide a fully comprehensive wealth management offering delivered through a team of leading investment professionals by combining personalized advice with award winning wealth management products and services.
First West Credit Union is a member-owned financial cooperative in western Canada that represents a groundbreaking new way of doing business. Formed through the merger of Envision Financial and Valley First Credit Union in 2010, First West enables its founding credit unions to offer their members the financial strength, stability, efficiency and depth of a sizable financial institution, yet at the same time maintain their individual local brand identities and unique grassroots approaches to providing locally-focused service. First West is British Columbia’s third-largest credit union with $6.2 billion in assets under administration, 167,000 members and 1,300 employees. With locations in the Lower Mainland, Fraser Valley, Kitimat as well as the Thompson, Okanagan and Similkameen regions, First West is a strong and progressive financial institution, advocating for its members and for the communities it is part of.
Qtrade Financial Group provides market-leading wealth management solutions to both the retail public as well as the customers of over 180 financial institutions including credit unions, banks, trust companies and financial planning companies across Canada. Qtrade currently administers over $5 billion of investment assets through our subsidiaries.
Accountabilities
Investment Specialists will drive the provision of investment-oriented financial advice, financial plans, investment sales, and asset consolidation within assigned credit union branches. Specific responsibilities include:
• Proactively build solid working partnerships with credit union branch personnel to facilitate introductions to existing credit union members/clients;
• Analyze and identify the needs of the referred credit union members/clients and develop recommendations, supported by Qtrade’s financial planning tools to assist members/clients achieve their financial goals;
• Assist members/clients consolidate their financial assets at the credit union;
• Become an integral member of each credit union's branch sales team and create value for the branch staff and;
• Serve as the "subject matter expert" for credit union members/clients to ensure that their financial planning experience is second to none.
Qualifications
Canadian Securities Course (CSC); must be able to be an IIROC Registered Representative;
Certified Financial Planner (CFP) or Personal Financial Planner (PFP);
Must have superior knowledge of the investment industry and products;
Minimum 5 years' experience in financial planning/investment sales;
Strong familiarity with financial planning tools/software;
Post-secondary diploma/degree, ideally in Commerce or Business Administration will be considered an asset;
Proven networking and relationship b www.envisionfinancial.cauilding skills;
Outstanding communication and presentation skills;
Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, and asking for the business);
Ability to work under minimal supervision;
Commitment to continuous learning
For information visit company website www.envisionfinancial.ca
Find more Jobs in Canada at http://canajobs.blogspot.com
Location: Ladner/Tsawwassen, BC, British Columbia
Posting Date: January 13, 2014
Closing Date: February 10, 2014
Web Site: www.envisionfinancial.ca
Employment Type: Full-time
Overview
As strategic partners, First West Credit Union and Qtrade Financial Group provide a fully comprehensive wealth management offering delivered through a team of leading investment professionals by combining personalized advice with award winning wealth management products and services.
First West Credit Union is a member-owned financial cooperative in western Canada that represents a groundbreaking new way of doing business. Formed through the merger of Envision Financial and Valley First Credit Union in 2010, First West enables its founding credit unions to offer their members the financial strength, stability, efficiency and depth of a sizable financial institution, yet at the same time maintain their individual local brand identities and unique grassroots approaches to providing locally-focused service. First West is British Columbia’s third-largest credit union with $6.2 billion in assets under administration, 167,000 members and 1,300 employees. With locations in the Lower Mainland, Fraser Valley, Kitimat as well as the Thompson, Okanagan and Similkameen regions, First West is a strong and progressive financial institution, advocating for its members and for the communities it is part of.
Qtrade Financial Group provides market-leading wealth management solutions to both the retail public as well as the customers of over 180 financial institutions including credit unions, banks, trust companies and financial planning companies across Canada. Qtrade currently administers over $5 billion of investment assets through our subsidiaries.
Accountabilities
Investment Specialists will drive the provision of investment-oriented financial advice, financial plans, investment sales, and asset consolidation within assigned credit union branches. Specific responsibilities include:
• Proactively build solid working partnerships with credit union branch personnel to facilitate introductions to existing credit union members/clients;
• Analyze and identify the needs of the referred credit union members/clients and develop recommendations, supported by Qtrade’s financial planning tools to assist members/clients achieve their financial goals;
• Assist members/clients consolidate their financial assets at the credit union;
• Become an integral member of each credit union's branch sales team and create value for the branch staff and;
• Serve as the "subject matter expert" for credit union members/clients to ensure that their financial planning experience is second to none.
Qualifications
Canadian Securities Course (CSC); must be able to be an IIROC Registered Representative;
Certified Financial Planner (CFP) or Personal Financial Planner (PFP);
Must have superior knowledge of the investment industry and products;
Minimum 5 years' experience in financial planning/investment sales;
Strong familiarity with financial planning tools/software;
Post-secondary diploma/degree, ideally in Commerce or Business Administration will be considered an asset;
Proven networking and relationship b www.envisionfinancial.cauilding skills;
Outstanding communication and presentation skills;
Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, and asking for the business);
Ability to work under minimal supervision;
Commitment to continuous learning
For information visit company website www.envisionfinancial.ca
Find more Jobs in Canada at http://canajobs.blogspot.com
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