Investment & Pension Advisor

Investment & Pension Advisor

FHC Investments Limited, an emerging boutique wealth management firm and subsidiary of First Heritage Co-operative Credit Union (FHCCU), is seeking a driven and highly motivated Investment and Pension Advisor. The ideal candidate is a fearless, results oriented individual who is seeking career advancement, has an entrepreneurial mindset and willing to write his/her own uncapped salary.

Core Functions:  

The Investment and Pension Advisor will be required to:

• Increase the Company’s market share and visibility in the wealth management and Pensions Industry through external prospecting, selling and cross-selling the company’s products and services, strengthening the relationship between the company, its customers and prospects.  Service existing clients’ investment and pension accounts.
• Prepare investment proposals and conduct periodic portfolio reviews to ensure the client's objectives are being met.
• Conduct market reads, identify and execute deals mainly in the Capital markets.
• Manage accounts/portfolios of specific corporate and or medium to high net worth clients.
• Generate targeted levels of revenues by growing and managing customer portfolios.
• Provide clients/ prospects with wealth management solutions and pension advice to meet their financial objectives.
• Provide sales, administrative and operational support within the FHCCU branches for Investment and Pension clients.
• Support the marketing and prospecting efforts of the company.
• Prepare progress reports on the investment and pension products. 
• Attend marketing events and trade shows.

Minimum Qualifications and Experience

• First Degree in Finance, Business Administration, or Accounting and a minimum of 1-4 years account management and financial sales experience.

Or 

• Professional accreditation leading to designation of Financial Planner;

Minimum of four (4) years experience in Account Management or Sales in a Financial Institution

Required Skills and Specialized Techniques:

• Securities pricing methods                
• Risk Managemnet
• Portfolio Management and Financial Planning
• Public speaking and group presentation
• Knowledge of the financial markets and their impact on investments decisions
• Innovativeness
• Time Management
• Decision making/problem solving
• Strategic Thinking
• Change Management
• Business Acumen
• Report/Proposal Writing Skills

Special Conditions Associated with the Job:

• Occasional duties involving projects, seminars, tradeshows etc outside of the standard working hours
• Periodic travel to customers and prospects places or business or residence or FHC Investments Limited promotional events