SFNS Economic Toolkit (SET)
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 passionately accountable Investment Specialist supporting our Harrow location for a Contract with Benefits, until January 2025.
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.
What You’ll Do – The Epic Human we are looking for will;
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.