Investment Specialist - Woodstock
Libro Credit Union
Date: 3 weeks ago
City: Woodstock, ON
Contract type: Full time
Career Opportunity
Libro is growing - and Libro is hiring.
Our expansion plans include a series of new hires across southwestern Ontario. Take a look.
www.libro.ca
Who We Are
Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
Libro is a progressive employer who invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our Owners grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.
What Opportunity Awaits?
As we continue to grow progressively, Libro is on a mission to find a passionately accountable full-time Investment Specialist supporting our Woodstock location.
This opportunity is designed to be focused on training and skill development of the individual as you learn and gain confidence in Libro’s wealth offering. The Investment Specialist role can be a long term career destination, or can be a launching point as you build the foundational knowledge and experience needed to take on more complex financial planning roles in the future. Experience in retail sales and service offer the candidate a foundation of transferrable skills. Experience in financial services while valuable, is not required.
Our Investment Specialists take a proactive approach to helping our Owners achieve their financial goals. This includes understanding each Owner’s financial situation, life goals, and tolerance for risk. At Libro, Investment Specialists are encouraged to understand and communicate the long-term benefits of investment markets to generate excess returns over savings and GICs, and will always match the best investment to the Owner circumstances and risk tolerance.
A key part of the Investment Specialist role is collaboration with other staff. We build full financial relationships with our Owners by ensuring all opportunities are identified and referred to the appropriate business, commercial, investment or retail representatives. Mutual fund* sales will primarily involve a focused suite of mutual fund solutions, with an emphasis on responsible investment options.
Here at Woodstock, we strive to be involved in our communities, through volunteering events, networking, social media and just popping into local businesses to say hi! We are a unique location, focused on creating new opportunities and building lasting partnerships with the community we serve. Every Owner counts. If this sounds like you - we’d love to meet you!
What You'll Do - The Epic Human we are looking for will;
If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Southwestern Ontario - we want to hear from you!
With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking - all centered on growing prosperity. Libro pursues its purpose through four key pillars - employment, financial resilience, local food accessibility, and housing.
Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at [email protected] any time during the recruitment process to let us know what supports you may need to be successful.
Libro is growing - and Libro is hiring.
Our expansion plans include a series of new hires across southwestern Ontario. Take a look.
www.libro.ca
Who We Are
Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
Libro is a progressive employer who invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our Owners grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.
What Opportunity Awaits?
As we continue to grow progressively, Libro is on a mission to find a passionately accountable full-time Investment Specialist supporting our Woodstock location.
This opportunity is designed to be focused on training and skill development of the individual as you learn and gain confidence in Libro’s wealth offering. The Investment Specialist role can be a long term career destination, or can be a launching point as you build the foundational knowledge and experience needed to take on more complex financial planning roles in the future. Experience in retail sales and service offer the candidate a foundation of transferrable skills. Experience in financial services while valuable, is not required.
Our Investment Specialists take a proactive approach to helping our Owners achieve their financial goals. This includes understanding each Owner’s financial situation, life goals, and tolerance for risk. At Libro, Investment Specialists are encouraged to understand and communicate the long-term benefits of investment markets to generate excess returns over savings and GICs, and will always match the best investment to the Owner circumstances and risk tolerance.
A key part of the Investment Specialist role is collaboration with other staff. We build full financial relationships with our Owners by ensuring all opportunities are identified and referred to the appropriate business, commercial, investment or retail representatives. Mutual fund* sales will primarily involve a focused suite of mutual fund solutions, with an emphasis on responsible investment options.
- The Investment Specialist role is dually employed between Libro Credit Union and Aviso Wealth Inc.
Here at Woodstock, we strive to be involved in our communities, through volunteering events, networking, social media and just popping into local businesses to say hi! We are a unique location, focused on creating new opportunities and building lasting partnerships with the community we serve. Every Owner counts. If this sounds like you - we’d love to meet you!
What You'll Do - The Epic Human we are looking for will;
- Build relationships and provide investment advice for Owners who are in early stages of wealth accumulation.
- Effectively apply advice-based selling and interest-based conversations in all Owner interactions, with a focus on Owner behavior.
- Translate Owner goals and priorities into goals-based planning calculators to form the basis of all future investment decisions for the Owner; review and update Owner planning calculators periodically.
- Reach out proactively to Owners and prospects, responding to referrals, data insights and market intelligence to grow wealth portfolio.
- Collaborate and refer opportunities seamlessly to our specialists to match expertise to Owner’s identified needs to ensure a full financial relationship, including forwarding more complex planning situations to our Financial Planners, and referrals to the Personal Banking Specialist.
- Support effective sales management practices, along with developing and executing an individual business plan providing specific goals and targets aligned with brand, regional, and corporate plans.
- Participate in networking, promotions, and location campaigns to build Libro’s brand and grow business.
- Do you have, or are you willing to obtain with our support within 4 months of hire, the mutual fund licensing requirements for the role? (i.e., Canadian Securities Course or Investment Funds in Canada Course or equivalent)
- Libro puts an emphasis on lifelong learning. Successful Investment Specialists will be supported should they choose to pursue advanced learning such as the Certified Financial Planning (CFP) designation, etc.
- Competitive salaries and employee pension plans
- Comprehensive Libro paid benefit package including health, dental, and vision
- Generous vacation time - 3 weeks to begin
- Employee wellness programs
- Staff accounts and staff rates on products and services
- Staff appreciation programs and awards
- Career development opportunities including tuition assistance
- Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!
If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Southwestern Ontario - we want to hear from you!
With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking - all centered on growing prosperity. Libro pursues its purpose through four key pillars - employment, financial resilience, local food accessibility, and housing.
Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at [email protected] any time during the recruitment process to let us know what supports you may need to be successful.
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