Première détection par notre source: il y a 1 heure
Investment Advisor
@ Lakeland Credit Union
Cold Lake, Alberta
En bref
Lakeland Credit Union is hiring an Investment Advisor in Cold Lake to build member relationships, give personalized investment advice on mutual funds, term deposits and registered and non-registered investments, and grow a member portfolio. The role requires at least two years of experience in banking, insurance or financial services and completion of or willingness to complete the IFC course. Benefits include RRSP matching after 3 months and a flexible spending account.
Responsabilités :
- Build member relationships and understand financial goals
- Provide personalized investment advice and recommendations
- Conduct financial reviews and manage member portfolio
- Collaborate with branch teams on referrals and opportunities
- Ensure recommendations meet regulatory and ethical standards
Résumé des exigences :
- At least two years in banking, insurance or financial services
- IFC course completed or willing to complete
- Finance, business or related diploma is an asset
- Strong communication and active listening skills
- Proactive, detail-oriented and adaptable
Source et dates
Type de source non vérifié · saashr
- Date publiée par l’employeur
- Non fourni
- Première détection par notre source
- 2026-11-12
- Mise à jour du dossier source
- 2026-11-12
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Développement des affaires |
| Expérience | 2 an(s) et plus |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | English |
| Permis et certifications | IFC (Investment Funds in Canada) |
| Formation | Collégial (DEC) (préféré) |
| Domaines d’études | Finance, Business |
| Avantages mentionnés | Horaire flexible, Régime de retraite, Rabais employé |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Lakeland Credit Union
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 3 |
Join the Lakeland Credit Union Team!
At Lakeland Credit Union (LCU), we are focused on delivering outstanding service to our valued members and creating a community where everyone feels welcome. We believe that great service starts with great people, and that's where YOU come in!
We’re looking for a motivated and relationship-focused Investment Advisor to join our team!
About the Opportunity
In this role, you’ll help members make confident financial decisions, grow their investments, and plan for their future. Whether it’s preparing for retirement, exploring investment opportunities, or making the most of their savings, you’ll play an important role in helping members turn their financial goals into reality.
As an Investment Advisor, you’ll manage and grow a portfolio of members while working closely with our branch teams to identify opportunities and deliver seamless member experiences.
Key Responsibilities
Build Lasting Relationships: Get to know members, understand their financial priorities, and become a trusted partner in helping them achieve their financial goals.
Provide Personalized Investment Advice: Conduct financial reviews and recommended investment strategies and solutions, including mutual funds, term deposits, and registered and non-registered investments.
Grow Your Portfolio: Identify opportunities to deepen relationships, consolidate investments, attract new business and support long-term portfolio growth.
Stay Connected: Proactively engage with members through regular reviews, investment updates, maturity planning, and adjustments as members’ needs and circumstances evolve.
Work Together: Collaborate with branch teams to identify investment opportunities, coordinate referrals, and ensure members receive seamless advice and service.
Stay Informed: Keep up with market trends, investment products, and industry developments to provide timely and relevant advice.
Do What’s Right: Ensure all investment recommendations and activities meet regulatory requirements, internal policies, and our commitment to ethical advice.
More About You
We are looking for someone with at least two years of relevant experience in banking, insurance and/or financial services, who has completed, or is willing to complete, the Investment Funds in Canada (IFC) course through the Canadian Securities Institute. A diploma or certificate in finance, business, or related field is an asset.
If you're looking for the next step in your career, we want to learn more about you! We value:
Relationship Building: You enjoy connecting with members and understanding their financial goals.
Communication Skills: You can explain financial concepts clearly, listen actively, and confidently guide members through important decisions.
Proactive Mindset: You take initiative, recognize opportunities and are motivated to grow relationships while maintaining a high level of service.
Critical Thinking: You use sound judgement, attention to detail, and a thoughtful approach to recommend solutions that put the members first.
Desire to Learn: You’re curious, adaptable and are committed to building your knowledge and skills.
What We Offer
At LCU, we are committed to making a positive impact for our members and communities. Join the team in Cold Lake and you'll enjoy:
- Competitive salary and comprehensive benefits
- Flexible spending account and RRSP matching after just 3 months
- Discounted employee financial services
- Opportunities for personal and professional growth
- A supportive and fun team environment
Why Join Us?
At LCU, relationships come first. Every conversation is an opportunity to make a positive impact on our members and their financial future. If you’re excited about helping members find financial solutions that fit their lives while working for an organization that values people over profits, we would like to meet you!
Your next chapter starts here. Apply today and build a rewarding career helping members reach their goals – one conversation at a time! Live. Grow. THRIVE here!
Thank you for your interest. Interviews will be conducted as qualified candidates are received. Due to the anticipated volume of applications, only those selected for an interview will be contacted. Lakeland Credit Union is committed to the principles of equality and diversity in the workplace. AI will not be used during the recruitment, selection, and hiring process.
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