Investment Specialist, First Calgary Financial
Connect First Credit Union
If you're passionate about your community, adore making an impact, thrive in a fast-paced environment and want to make a difference, then we're looking for you!When you join our team, you’re joining an organization with deep roots, big ideas, and a commitment to doing what’s right. We work as one connected team, and value thinking big, acting local, taking charge, and making things easy.

We look for people who:
Share our values
Enjoy having honest conversations, about real things, as real people
Believe that creating great experiences is totally within their control
Build positive relationships and an understanding of what people’s needs are
See solutions and possibilities (not problems!)
Are simply outstanding at what they do

Key Accountabilities:
Builds solid relationships with branch teams to facilitate introductions to existing members.
Analyzes and identifies the needs of the referred members and develops recommendations, supported by Qtrade’s financial planning tools to assist members achieve financial goals.
Supports and contributes to member meetings to encourage the consolidation of financial assets at the credit union.
Enhances the investment services knowledge of branches to assist them in creating a financial planning experience that will meet member’s financial needs, which will in turn allow the branches to reach their individual sales and acquisition targets.
Becomes an integral member of branch sales teams and creates value for branches by conducting regular information sessions.
Ensures audit controls and risk management processes and practices are in place; identifies and recommends to management potential improvements or immediate risk concerns.
Supports the development, implementation, and maintenance of departmental initiatives/programs.
Supports the implementation of the established annual business plan for the department.
Remains current on best practices, legislations, regulations, policies and procedures.
Builds collaborative working relationships with staff external to the department and external networks within area of specialization.
**Please note that this position requires regular travel between assigned territory branches and to meet at offsite locations with members as necessary**

Experience and/or Educational Requirements:
4– 6 years’ experience in retail lending/credit or investments.
Completed a relevant certificate, diploma, degree or designation program.
Canadian Securities Course (CSC).
Certified Financial Planner (CFP) or personal Financial Planner (PFP)
An equivalent combination of education and experience may also be considered.

Skills and Competencies:
Strong computer skills in Microsoft Office applications and ability to learn other programs.
Excellent communications skills; both written and verbal.
Strong critical thinking and analytical skills.
Strong sales skills.
Excellent organizational and multi-tasking skills.
Excellent attention to detail.