Investment Specialist (Full Time, Permanent) Grunthal
Access Credit Union —Grunthal, MB
- From $51,139 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Computer skills
8d

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Investment Specialist (Full Time, Permanent) Grunthal
Access Credit Union —Grunthal, MB
Must be able to license in good standing. Build the Credit Union’s profile in the community as a professional provider of wealth management products, services,…
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8d

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Investment Specialist (Full Time, Permanent) Grunthal

Access Credit Union -
Grunthal, MB

Apply Now

Job details

Full-time
From $51,139 a year
8 days ago

Qualifications

Investment
Sales
IFC Certification
Business development
Sales orientation
Customer relationship management
Risk management
Customer service orientation
Computer skills
Financial services
Fraud prevention and detection
CSC
Communication skills
Client interaction

Full job description

End Date: September 9, 2026

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 while pursuing new sources of business.
Provide basic financial and investment solutions to new and existing Credit Union members.
Operate as the primary contact for assigned members, managing the relationship on behalf of the credit union to ensure all members’ needs are met
Identify holistic member needs/goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit Union experts.
Provide members with basic planning strategies, including but not limited to retirement, education, asset allocation and risk management.
Work in close collaboration with the consumer branch network to establish trusted internal relationships to foster a steady stream of referrals
Actively take part in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success.
Build the Credit Union’s profile in the community as a professional provider of wealth management products, services, and expertise.
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

Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)
Newly licensed with financial services experienced
Must be able to license in good standing
Strong interpersonal and communication skills, both verbal and written
Ability to motivate others and work within a dedicated team environment
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
Ability to 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

If you are interested in this position, apply today!

Apply Now

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Investment Specialist (Full Time, Permanent) Grunthal

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