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

Access Credit Union(1 month ago)

RemoteFull TimeJunior$51,139 - $51,139Wealth Management

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.

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Required Skills

Interpersonal
Communication
Financial Planning
Mutual Funds
Risk Management
Client Relations
Sales
Teamwork
Detail Orientation
Computer Skills

Qualifications

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

About Access Credit Union

accesscu.ca

Serving 203,000+ members in Winnipeg and Southern Manitoba with strong rates, valuable wealth management advice, and personal and business banking solutions.

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