Job Posting Details

Wealth Management Specialist, Prospera Credit Union

Location:Abbotsford, British Columbia
Posting Date:April 25, 2019
Closing Date:until filled
Employment Type:Full-time
We are currently seeking a Wealth Management Specialist (WMS) for the Fraser Valley region who provides advanced investment, insurance, and financial planning advice and solutions for members. The WMS is an expert at member engagement - establishing and deepening member business relationships.

If you are highly experienced with providing professional sales and servicing of mutual funds, segregated funds, life, disability, critical illness, long term care insurance, and annuities and have good knowledge of business succession planning and group benefit plans, please consider applying today.

What you’ll do:
* Delivers high quality investment and insurance advice and services to member clients.
* Provides outstanding financial planning, advice and service to clients.
* Offers a full range of risk management products including but not limited to life insurance, segregated funds, disability and critical illness insurance and annuities.
* Manages portfolio growth by meeting referral targets and increasing product and service penetration of existing members.

What you’ll need:
* Certified Financial Planner (CFP) and Mutual Funds license
* A minimum of five years of successful and progressive experience providing wealth advice and mutual fund solutions and services
* Advanced knowledge of sound financial planning principles, good understanding of all investment products
* Previous life insurance sales as well as banking and lending experience is preferred
* LLQP Life Insurance, accident, and disability license with a commitment to fulfilling continuing education requirement or willingness to obtain
* IIROC licensed or willingness to be IIROC licensed
* MFDA licensed or willingness to be MFDA licensed
* Willingness to take on an established book of business

What’s in it for you?
* Inclusive, equitable and accessible workplace: where all team members are valued, respected and heard. We learn from each other’s differences, gaining strength through our people and our perspectives

* Career Advancement! We are committed to our employee’s growth and development and we want to see you soar. There are a number of career pathing options this position leads to, let us be your spring board.

* Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

* Show me the money! We also offer a competitive salary, flexible benefits program and a generous defined benefits pension plan.

* Community Focused. We care about giving back to the communities we live, work and play in. We provide a paid volunteer day and many community minded activities throughout the year.

* Grow your dream with us! Be part of exciting growth happening now at Prospera. Vision 2020 and our Vision, Purpose and Values guide our company and we want you to be part of it!