Qtrade Financial Group Investment Specialist (Prospera Credit Union) Full Time in Surrey, BC

Qtrade Financial Group

Branch Surrey BC CA

Investment Specialist (Prospera Credit Union)
Surrey, BC

You’ll also enjoy a culture where how we do business is inspired by living seven core values. This position maintains the high profile and image of Prospera…


At Prospera, it’s our mission to make a meaningful difference in the financial well-being of our members. With this mandate in mind, you can look forward to a career that’s more than just a job. By delivering the best possible financial service and advice to enhance our members’ lives, every day you’ll be engaged in fulfilling work that makes a positive impact!

You’ll also enjoy a culture where how we do business is inspired by living seven core values. Putting the member first, contributing to the community and demonstrating passion, teamwork, integrity, focus and accountability guides everything that we do.

Plus, an ongoing commitment to your training and professional development, as well as a comprehensive compensation package that includes a progressive self-directed benefits plan, a defined benefit pension plan and various other perks, will ensure that you’re well taken care of.

Does this sound like what you’re looking for? If so, we currently have an exciting opportunity for a Full Time Investment Specialist who will be based at our Surrey Centre Branch, in Surrey, BC.

In this role, you’ll use your sales, service and financial expertise to build lasting relationships with members and provide beneficial advice for our Prospera members. You’ll be the primary resource for members requiring intermediate financial advice beyond term deposits who have investable assets between $25,000 and $100,000, and for actively soliciting membership growth opportunities by recognizing, pursuing and cultivating new business opportunities, and following up on staff, member and non-member referrals and leads. The Investment Specialist actively participates in all branch campaigns and promotions, and champions the credit union’s relationship selling culture by performing all aspects of this mandate. This position maintains the high profile and image of Prospera Credit Union as the financial institution of choice in the branch trading area by establishing member client and non-member client relationships and business contacts, and by assisting other branch staff to resolve non-routine customer questions and inquiries.

Requirements: If you have experience in a Credit Union or other financial institution and are experienced in providing customer service and sales advice, we’re eager to see your application! For a rewarding career with purpose, apply online at www.prospera.ca/AboutUs/Careers/.

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Surrey, BC, CA
Posted on: 2016-09-20
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