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Virtual Investment Specialist (Full Time, Permanent) Remote within Manitoba at Access Credit Union - ApplyBlast

Virtual Investment Specialist (Full Time, Permanent) Remote within Manitoba

Access Credit Union

9 months ago

3.8 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

A Virtual Investment Specialist at Access Credit Union manages and grows an assigned wealth management portfolio focused on small account investors, delivering mutual fund products and basic planning services while referring more complex cases to Wealth Advisors. The role supports member relationships and contributes to the credit union’s wealth management presence. This is a remote position for candidates residing in Manitoba.

Skills

Qualifications

Investment Funds in Canada (IFC)Canadian Securities Course (CSC)Financial Services LicenseLicense In Good Standing

About Access Credit Union

accesscu.ca

Headquarters

Winkler, Manitoba, Canada

Company Size

201-500 employees

Founded

2009

View Profile

Access Credit Union is Manitoba's trusted credit union serving over 208,000 members with competitive rates and flexible personal and business banking solutions. The credit union also offers expert wealth management services through partners including Qtrade and Aviso Wealth. Members benefit from a wide range of financial products including mortgages, loans, investing, insurance, and digital banking.