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 Virtual Investment Specialist 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 to drive growth by serving the needs of small account investors and referring larger accounts with complex needs to the Wealth Advisor.

Key Responsibilities and Accountabilities

• Oversee small account platform by managing assigned mutual fund portfolio

• Proactively work to retain and expand existing member relationships while pursuing new sources of business.

• Provide basic financial and investment solutions for 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  

Note: This is a remote position however the successful candidate must reside in Manitoba.

Employee Sub-Type

Regular

Starting Salary

$51,139.00

If you are interested in this position, apply today!