Investment Specialist

Position Name

Investment Specialist

Position Description

An exciting opportunity exists, for an experienced Investment Specialist to join our team.  ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union.  Assets $313 million, loans $231 million, deposits $288 million, staff of 40.  At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Investment Specialist is a key member of the wealth advisory team.  The primary responsibility is to actively manage a portfolio of investment members for both the Credential Asset Management and ABCU platforms.  This position works closely with the Investment Credential Securities Advisor (CSI), Advisory Services Leader and external fund company representatives.  This role requires expert knowledge of investment products, a mutual fund license and the ability to make unbiased investment recommendations.

Use your strong relationship building and networking skills to build connections, generate leads, promote and deliver investment awareness to all members through:
  • Be current and have superior knowledge of all investment products offered, policies and procedures.
  • Use your expertise to identify opportunities to further consolidate member's external financial business through member awareness and education.
  • Deliver a consistent member experience with every interaction by following a standard process thsat seeks to understand member investment objectives, risk tolerance to determine the appropriate asset allocation models and provide evidence of member conversations through effective charting notes.
  • Have knowledge of the profitability of your portfolio and the impact that pricing and fee waiving can have to your bottom line.
  • Work as a team with the CSI Investment Advisor, other Investment Specialist (s) and Wealth Advisory Support.
  • Measure your success through both achievements in net portfolio growth and member satisfaction.
  • Focus on what you can do to ensure success is achieved at the corporate level, your level and the member level.
  • Recognize and celebrate the wealth management team's successes.
  • Work collaboratively to accomplish common goals.
  • Achieve or exceed annual portfolio targets.

Qualifications Required

  • Post-secondary degree or diploma required. 
  • Comfort and ability to work with a high level of detail/accuracy.
  • This is predominantly a self-managed role.  
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to work efficiently without sacrificing accuracy is essential.  
  • Six to ten years of job-related/industry experience.
  • Canadian Securities Course (CSC) or Canadian Investment Funds Course to support MFDA required.  
  • A combination of post secondary education and work experience will be considered. 

Job Reference Number

Human Resources

Closing Date

This position will remain vacant until a suitable candidate is identified.

Job Location

Edmonton, Alberta

How to Apply

Interested candidates please provide a cover letter, salary expectations and resume to:

Amy Mottershead
ABCU Credit Union 

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing datge: this position will remain vacant until a suitable candidate is identified. 




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