Job Posting Details

Investment Specalist , Interior Savings Credit Union

Location:South Okanagan , British Columbia
Posting Date:September 11, 2018
Closing Date:until filled
Employment Type:Full-time

At Interior Savings, it’s our job to be there with the right financial support to help our members succeed.

That’s local money for local good.


It’s also our job to give back in our communities. As a member of the Interior Savings team, you have

the opportunity to support your local economy, local causes, local events and initiatives, and to help

create positive change


If you would like to be part of a team that makes a positive difference in people’s lives, check out this

great opportunity.


We are seeking a Full Time Investment Specialist in our South Okanagan area. The Investment Specialist

supports Interior Savings’ vision of sales & service excellence by developing valuable long-term

relationships with members, pro-actively determining & fulfilling their investment needs and providing

them sound advice with high-quality, tailored financial solutions to match their financial goals.


Through personal strengths in communication, sales leadership, and initiative you will achieve financial

sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions.

You will pro-actively manage client relationships; pursue internal opportunities/referrals, and external

business growth opportunities.


With proven sales and service ability you will identify cross-selling and referral opportunities to other

Interior Savings partners, achieve referral objectives; develop external leads and build referral

relationships within the community. Strong problem solving and interpersonal skills along with attention

to detail and accuracy allow you to develop and deliver educational seminars to members and staff on

investment related topics and assist in the education of branch staff regarding Credit Union services and

products in order to pro-actively grow the business. You will also work as a team member with licensed

branch staff to ensure that all member needs are met in a timely, cost effective manner. You will perform

other duties as assigned.



 High School diploma/Grade 12 plus two (2) years of formal post-secondary education or equivalent

    and have or be willing to work towards the CFP (Certified Financial Planner designation)

 Must possess a Mutual Funds License



 2-4 years of job related experience in a financial sales & services environment

 Knowledge of current domestic and international investment marketplace

 Knowledge of RRSPs, RRIFs, RESPs, mutual funds and individual securities


“For more information or to apply for this position please visit our website:”


We thank all applicants for their interest and will contact short-listed candidates only.