Position Overview:

Manage and grow an investment portfolio of Aviso/YCU clients. The incumbent will use a combination of term renewals and other internal leads to assist our members in building a customized financial wellness plan that serves them now and into their future. The incumbent will also assist the Member Services Officer Wealth Level 2 (MSOW2), build Your Credit Union’s (YCU) profile in the community as a professional and preferred provider of wealth management products, services, and expertise, leading to new wealth management customers and banking relationships. This position is hybrid with a minimum of 2 days in branch.

Job Specifications:

· MFDA license an asset; must be obtained within 30 days of assuming position.

· Commitment to continuous education (CE credits)

· Proven communication, networking, relationship building, client acquisition and asset gathering abilities.

· Knowledge of the investment industry and products

· Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset

· Accomplished user of software programs (RFS,CRM & Microsoft Office for example) to maximize both time management and the member experience

· Demonstrated service abilities and able to ensure that members have the proper financial tools that fit their current financial journey

· Ability to reach out to proactively to prospective and existing clients. This includes active listening skills, the ability to identify business and referral opportunities as well as asking for the business

· Must be adaptable and prepared to work hours established to meet member service demands

· Demonstrated professionalism in dress, tone, flexibility, and communication always

· Ability to work well with a minimum of supervision,



and able to organize and effectively manage priorities and deadlines.

· Proven organizational and time management abilities

Duties & Responsibilities:

Sales

· Ability to understand the big picture of our members’ whole wealth portfolio, knowing when to refer, when to amalgamate the portfolio

· Business development activities through outbound calls, networking and other sales opportunities.

· Ability to develop and manage a proactive calling program to generate referrals to the FW team and also to the YCU branch network.

· Building and enhancing member relationships by understanding members and their needs, and then actively discovering the right investment solutions for the members.

· Decision Quality – Understands the member’s best interest is first; and that this may not always be the same as what the members ask for. Demonstrates decisions based on creating the best possible outcome for the member; using a mixture of analysis, wisdom, experience, and judgment.

· Identifies referral opportunities, completes required documentation for tracking purposes/follow-up and directs members to the MSOW2

· Offers and refers/enrolls members with investments, services and mutual funds that improves their financial wellness

· Consistently meet standards for member loyalty, observations, development plan action items, and one on one coaching sessions

· Active contributor to activities that promote member financial wellness





· Understands compliance requirements of role and manages assigned portfolio accordingly (i.e., KYC (Know your Client), KYP (Know your Product), Client Care Notes, etc.)

Service

· Answering member inquiries related to YCU & Aviso and making referrals accordingly

Keeps CRM up-to-date to consistently facilitate the best and most appropriate solutions for our members

· Uses CRM to prompt member milestones (e.g. new baby, new car, university education etc.

· Consistently builds rapport and asks questions to uncover needs. Researches details available, to help recommend solutions, educating our members on our convenient service options and making appropriate recommendations

· Converts all points of contact into relationship banking

· Use rigorous logic and methods to solve difficult problems with effective and innovative solutions. Is resilient and will own the solution and the problem, finding any hidden problems with strong, honest analysis that looks beyond the obvious

· Cooperation and teamwork – relates well to others, building appropriate rapport and working harmoniously with others. Uses diplomacy and tact where required, encouraging candid collaboration and seeking the opinion of others where required.

Any other duties needed to help drive our vision, fulfill our mission, and support our overarching team goals

Job Types: Full-time, Permanent

Pay: From $30.21 per hour

Benefits:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care

Experience:

- MFDA Sales: 2 years (required)

Licence/Certification:

- MFDA (required)

Work Location: Hybrid remote in Ottawa, ON K1S 1V9

📌 Member Services Officer - Mutual Fund Sales Representative (Canada)
🏢 Your Credit Union
📍 Canada