Investment Advisor

Comtech Fire Credit Union Limited - Toronto, ON (26 days ago)

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Grow with us

We are looking for an Investment Advisor to join our successful team at Comtech Fire Credit Union. We are a full service financial institution with four branches, over $530 million in assets under management and more than 20,000 members across Ontario. Our credit union has been growing strong for over 75 years; our history and experience have provided us with a strong and loyal membership base. Now, with open membership, we are committed to providing financial advice and products in a personalized relationship driven environment. We are small enough to know our members by name and large enough to provide the financial resources comparable to larger financial institutions.

Your opportunity

The Investment Advisor is a passionate, results-driven, career minded, IROC licensed Advisor who provides advanced investment solutions, and investment planning advice to existing and new Credit Union members, as well as, self sourced clients.

The Investment Advisor will work in close collaboration with our retail branch network to establish trusted internal relationships in order to foster a steady stream of referrals. As well, manage an existing book of business of $60M.

Externally, the Investment Advisor will have an active community presence, building the Credit Union's profile in the community as a professional provider of wealth management products, services and expertise.

Education and Designated Requirements:

  • IIROC licensed
  • Certified Financial Planner (CPP) or Personal Financial Planner (PFP)
  • Minimum 10 years experience in financial planning/investment sales with the ability to prepare financial plans
  • Superior knowledge of the investment industry and products
  • Comfortable with industry standard financial planning tools/software
  • LLQP, Life, Accident and Disability insurance licensed considered an asset
  • Post secondary diploma/degree , ideally in Commerce or Business Administration

Skills, Knowledge, and Attribute Requirements:

  • Proven networking, relationship building , client acquisition and asset gathering abilities
  • Superior sales abilities
  • Outstanding presentation and communication skills
  • Ability to work with minimal supervision
  • Proven organizational and time management abilities

Compensation

Comtech Fire Credit Union provides a highly competitive compensation and benefits package

Job Type: Full-time

Experience:

  • financial planning/investment sales: 10 years (Preferred)