• Investment Specialist

    Posted: 02/19/2023

    Full Job Description

    Position will support the South Okanagan

    Interior Savings is currently looking for an Investment Specialist who shares our values and goals. This position is located in beautiful South Okanagan, BC—a great place to start your career, raise a family or embrace everything that interior BC has to offer. This region is ideal for someone who loves being outdoors and exploring nature (or visiting the incredible local wineries, or perhaps both). There are spectacular views anywhere you look, trails for hiking and biking, quiet lakes and plenty of warm, welcoming communities to call home. South Okanagan also has some of the best weather in the country and plenty of sunshine. If you’re interested in this lifestyle and a career with an exceptional local credit union, please read on.

    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.


    • Knowledge of RRSPs, RRIFs, RESPs, mutual funds and individual securities.
    • Knowledge of current domestic and international investment marketplace.
    • 2 - 4 years: Job related experience in a financial sales & services environment.


    • Investment Funds in Canada (Mutual Funds) or better
    • High School Diploma or better


    • Some college or better

    Licenses & Certifications

    • Certified Financ. Planner

    Job Types: Full-time, Permanent


    • Monday to Friday

    Work Location: One location

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