Investment Specialist

This Investment Specialist role in Prince George is focused on provides comprehensive investment advice and develops personalized financial plans based on client goals, risk tolerance, and financial objectives. It would suit someone who can bring careful technical judgement and practical problem-solving to the role.

Known job details

• Location: Prince George
• Pay: $58,266.00 to $70,492.50
• Contract: Full-time
• 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 permane.
• Total Rewards: We provide employees with a comprehensive compensation package beyond the base salary, including.
• Employer paid pension plan.
• Generous paid time off options to foster work-life-family balance.

Likely focus of the role

• Provides comprehensive investment advice and develops personalized financial plans based on client goals, risk tolerance, and financial objectives.
• Assists members with a range of investment products including mutual funds, stocks, and bonds.
• Reviews and monitors client financial plans on an ongoing basis to ensure alignment with stated goals.