Who We Are

Imagine working for an organization where every employee and customer is an Owner.

No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.

Libro is a progressive employer who invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our Owners grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.

What Opportunity Awaits?

As we continue to grow progressively, Libro is on a mission to find a passionately accountable full-time Libro Connect Contact Centre Investment Specialist. This opportunity is designed to be focused on training and skill development of the individual as you learn and gain confidence in Libro’s wealth offering. The Investment Specialist role can be a long term career destination, or can be a launching point as you build the foundational knowledge and experience needed to take on more complex financial planning roles in the future. Experience in retail sales and service offer the candidate a foundation of transferrable skills. Experience in financial services while valuable, is not required.

Our Investment Specialists take a proactive approach to helping our Owners achieve their financial goals. This includes understanding each Owner’s financial situation, life goals, and tolerance for risk. At Libro, Investment Specialists are encouraged to understand and communicate the long-term benefits of investment markets to generate excess returns over savings and GICs, and will always match the best investment to the Owner circumstances and risk tolerance.

A key part of the Investment Specialist role is collaboration with other staff. We build full financial relationships with our Owners by ensuring all opportunities are identified and referred to the appropriate business, commercial, investment or retail representatives. Mutual fund* sales will primarily involve a focused suite of mutual fund solutions, with an emphasis on responsible investment options.

*The Investment Specialist role is dually employed between Libro Credit Union and Credential Asset Management.

**This position is eligible for flexible work arrangements including a combination of remote and in-office work, and/or flex time, with office locations in London, Essex or Caledonia.**

What you will do – The Epic Human we are looking for will;

• Effectively apply advice-based selling and interest-based conversations in all Owner interactions with a focus on investor discipline and behavior
• Translate Owner goals and priorities into goals-based planning calculators. These goals will form the basis of all future investment decisions for the Owner and will be reviewed and updated periodically
• Primary role will be to build relationships with up to ~ 600 Owner households of up to $85,000 in investable assets that are appropriate for managed investment solutions (i.e., mutual funds.) Local branch requirements may vary.
• The Investment Specialist may also be primarily responsible for “GIC only” portfolios at the branch level.
• Reaches out proactively to Owners and prospects responding to referrals, data insights and market intelligence, to grow wealth portfolio. Refer opportunities seamlessly to appropriate specialists to match expertise to Owner’s identified needs, including complex wealth solutions to Financial Advisor and/or Regional Financial Planner.
• Develops collaborative relationships with internal teams and business segments to effectively service Owners and grow business.

What we are looking for? Could this be you?

• Diploma or some business courses or related studies
• Completion of Canadian Securities Course or Investment Funds in Canada course (or willingness to complete course within a specified time frame)
• Work experience of 1-3 years with a sales focus in a customer service environment
• Knowledge or expressed curiosity of the various investment products Libro offers, specifically GICs and Mutual Funds
• MFDA licensed (or willingness to complete licensing requirements within a specified time frame)
• Completion of, or willingness to work toward successful completion of either the PFP, QAFP, or CFP designation

What is in it for you? How we bring Joyful in our work:

• Competitive salaries and employee pension plans
• Generous vacation time – minimum of 3 weeks a year
• Work remotely options
• Comprehensive benefit package, including benefits for staff in contracts greater than 1 year!
• Comprehensive and proactive Employee Wellness Programs
• Career development opportunities including paid tuition assistance
• Free staff account and staff rates on products and services
• Staff appreciation programs and awards
• Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!

If you’re passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Southwestern Ontario – we want to hear from you! Apply today!

With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking – all centered on growing prosperity. Libro pursues its purpose through four key pillars – employment, financial resilience, local food accessibility, and housing. Libro is also a proud Associate Member of the Responsible Investment Association of Canada.

Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Following the advice of Canadian health authorities to mitigate the risk of potential spread of COVID-19 and support social distancing, all recruiting activities including interviews will be conducted virtually.

Libro will provide accommodations to employees with disabilities, upon request.