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Investment Specialist

Contract Type: 

Posting Date:    September 14, 2017
Closing Date:    until filled
Web Site:    www.mvcu.ca


Looking for a great opportunity to start or advance your career?  Mountain View Credit Union requires a full-time Investment Specialist in Olds.

Investment Specialist

The successful applicant will assume a sales / service role with a select member group and through a financial planning process assist our members either directly or through referrals to the appropriate areas, with their investment, insurance, estate planning objectives and focus on their financial well-being. The Investment Specialist may be responsible for managing the investments of multiple branches therefore travelling is required. This position will be part of the Wealth Management team consisting of Financial Planners and a Coordinator that will provide services and products based on member needs.

We provide training, a competitive compensation package and the opportunity to work in a professional, teamwork based environment.  To view full details outlining this exciting opportunity, and to learn more about Mountain View Credit Union, please visit our website at www.mvcu.ca.   

Employer Company: 
Mountain View Credit Union

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