AddressThe Position :
This position may be required to travel to Rural Alberta/East Central Communities.
The Investment and Life Insurance Specialist will apply an advanced approach to financial planning, matching clients' financial needs with the best solutions, tailored to their situation. This role will be attractive to individuals who are confident, highly organized and driven to succeed. The skills to provide excellent service are essential. The objective will be to provide financial advice and assistance to clients, while strengthening the overall presence of VCU Financial in the communities it serves. The Investment and Life Insurance Specialist will work with an existing book of business as well as work with other VCU Financial staff members to identify and distribute referral opportunities.
This is a full time permanent position.
For complete job posting details, please visit our website
The Person:
5 years of experience in providing financial advice to clients in the areas of financial planning, investment, and risk assessment.
Must have their CFP, PFP, or QAFP qualification, or be nearly completed.
Life Insurance License required, or willing to obtain promptly.
Must be eligible for MFDA Licensing.
Professional-level knowledge of Canadian investment products, strategies, and concepts.
Demonstrate a high level of ownership, accountability, and initiative.
Fully proficient with industry standard systems and programs such as securities processing and portfolio management software.
Compensation:
Salary commensurate with experience.
Comprehensive benefits package.
SUBMIT RESUME AND COVER LETTER TO:
Jennifer Hormann,
Vice President of Human Resources
Vision Credit Union Ltd.
Corporate Office
5007 - 51 Street
Camrose, Alberta T4V 1S6
Fax
Only those individuals invited for an interview will be contacted.
Job Types: Full-time, Permanent
Benefits:
Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
Profit sharing
RRSP match
Vision care
Wellness program
Schedule:
Monday to Friday
Supplemental pay types:
Commission pay
Ability to commute/relocate:
Manning, AB T0H 2M0: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
