Libro Credit Union is growing and offers a new opportunity for an Investment Specialist – Wealth Connect (Call Centre).

Role Overview

The Investment Specialist – Wealth Connect takes a proactive approach to helping the retail segment of members achieve their financial goals, including understanding each member’s financial situation, life goals, and risk tolerance. They work with other branch and regional teams to ensure all opportunities are identified and referred to the appropriate business, commercial, investment, or retail representatives to build a full financial relationship with members. This role is dually employed between Libro Credit Union and Credential Asset Management.

Responsibilities

• Apply advice‑based selling and interest‑based conversations in all member interactions, focusing on investor discipline and behavior.
• Build relationships within a defined portfolio of members appropriate for managed investment solutio...