Investment Specialist
Integris, a division of Coastal Community Credit Union • Prince George, Canada
Role Description
Job Details
Description
Doing More Together!
Integris Financial Planning Services Ltd., a wholly owned subsidiary of Coastal Community Credit Union is looking for an individual to work as an Investment Specialist on a permanent, full-time basis. This role will be based out of our branch location in Prince George, and requires travel as needed.
Reporting to the Private Wealth Manager, the Investment Specialist provides professional investment advice and financial planning services to members, supporting their long-term financial wellbeing while contributing to the growth and success of the financial planning business. This role is responsible for building and managing a diverse portfolio of investment clients, delivering personalized advice, meeting annual sales targets, and developing long-term relationships through service excellence and trusted financial guidance. Successful candidate must demonstr...