Investment Specialist (Full Time, Permanent) Grunthal

Access Credit Union; Grunthal; On-site; CAD 46,000 - 56,000; Full time

Benefits offered by this job

Health benefits paid by company

Pension plan match

Continuing education

Career advancement opportunities

Job summary

Access Credit Union is looking for an Investment Specialist I to manage and grow wealth management portfolios, focusing on mutual funds and basic planning services for members. The role emphasizes servicing existing investors and referring larger accounts to experienced advisors.

Ideal candidates will hold required licenses (IFC/CSC) and be able to license in good standing, with strong communication and relationship-building skills to support credit union growth.

Qualifications

• Interpersonal and communication skills required.
• Ability to work with others in a team environment.
• Strong attention to detail and accuracy.
• Ability to prioritize and make sound judgments.
• Proficient computer skills and standard office software.

Responsibilities

• Retain and expand existing member relationships; pursue new business.
• Provide basic financial and investment solutions to members.
• Be primary contact for assigned members and manage relationships.
• Identify member needs and refer opportunities to specialists.
• Provide basic planning strategies (retirement, education, asset allocation, risk).
• Collaborate with branch network to generate referrals.
• Participate in meetings and training to foster success.
• Build Access Credit Union’s wealth mgmt profile in the community.
• Maintain policies on risk, confidentiality, security and fraud.

Skills

Interpersonal skills

Communication skills

Team orientation

Attention to detail

Prioritization

Computer skills

Risk awareness

Education

IFC or CSC certification

Licensed in good standing

Job description

Grow your career with one of Manitoba’s Top Employers since 2014.

At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee’s contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

At Access Credit Union, our values are straightforward:

• Do good

• Be better

• Own it

• Move forward

The Investment Specialist I seeks to manage and grow the assigned wealth management portfolio by providing exceptional service to both existing and potential members through the sale of mutual fund products and basic planning services. The primary focus of this role is on serving the needs of investors with basic investment and planning needs while referring larger investment accounts to the Wealth Advisor.

Key Responsibilities and Accountabilities

• Proactively work to retain and expand existing member relationships whilepursuingnew sources of business.

• Providebasicfinancialand investmentsolutionsto new and existing Credit Union members.

• Operate as the primary contact for assigned members, managing the relationship on behalf of the credit union to ensureallmembers’ needs are met

• Identifyholisticmember needs/goals andreferidentifiednon-mutual fundsales and service opportunities to the appropriate Credit Unionexperts.

• Provide members withbasic planningstrategies, including butnot limited to retirement, education, asset allocation and risk management.

• Work in close collaboration with the consumer branch network toestablishtrusted internal relationshipstofoster a steadystream of referrals

• Activelytake partin meetings, planning and training initiatives, sharing information and ideas to buildorganizationalachievementand success.

• Build the Credit Union’s profile in the community as a professional provider of wealth managementproducts,services,andexpertise.

• Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality,security,and fraud prevention.

• Maintain thorough knowledge of and adhere to Credential Asset Management policies and procedures as outlined in the CAM compliance manual.

Essential Qualifications

• ValidInvestment Funds in Canada (IFC) or Canadian Securities Course (CSC)

• Newly licensed with financial services experienced

• Must be able tolicensein good standing

• Stronginterpersonal and communication skills,both verbal and written

• Ability to motivate others and work withina dedicated teamenvironment

• Attention to detail with high degree of accuracy

• Ability to work in a fast-paced environment and perform well under pressure

• Ability to prioritize using sound judgement to make timely and effective decisions

• Thorough understanding of a variety of investment products and services including mutual funds, term deposits, and registered investment products

• Basic understanding of financial planning concepts

• Abilityto follow standardized policies and procedures

• Knowledge of risk management within the financial industry

• Proficient computer skills

Employee Sub-Type

Regular

Starting Salary

$51,139.00