Investment Support Representative

2 weeks ago

Kitchener, Ontario, Canada Kindred Credit Union Limited Full time

At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

You're invited to make a difference as an
Investment Support Representative in
Kitchener.
The investment support team serves Kindred with centralized administration relating to registered and non-registered investments.

Our mandate is to consistently deliver an exemplary member experience that is characterized by trustworthy guidance, creative solutions, and reliable administration while safeguarding Kindred's brand and reputation with integrity.

This role is responsible for completing registered and non-registered transactions and providing internal support for Retail and Wealth partners relating to administration of registered/non-registered plans and deposit accounts.


Key Responsibilities - Tier One

  • Produces daily correspondence to notify members for upcoming term renewals.
  • Reviews daily reports, including registered plans and investment products updates
  • Processes term renewals following instructions; performing verification to listings; confirming membership ownership, interest rate, and other details, so these are executed accurately.
  • Executes a variety of transaction requests received from Wealth and Retail partners through Kindred's contact management system (ACE), including GIC renewals, transfers in, transfers out, and related member requests.

Key Responsibilities - Tier Two

  • Responds to internal member inquiries, providing information, answering questions, and investigating escalated concerns.
  • Builds own capabilities and completes cross training to support services across registered plans, including RESP, RRSP, RRIF, RDSP, Investment Shares, Group RSP.
  • Provides support to Retail and Wealth colleagues for registered plans and products. Completes transfers out following established processes.
  • Provides internal support for incoming inquiries from Retail and Wealth partners
  • Completes assigned regular reporting requirements for Kindred, regulators, CRA, or other partners, meeting deadlines, ensuring completeness and accuracy, to protect members assets and steward Kindred's portfolio.

What to bring
As a financial services professional, you will have solid investment knowledge, strong attention to detail, and a service mindset.

You are eager to bring your expertise and collaborate in a team environment, with shared accountability for success in serving our growing membership.


Plus, you bring your qualifications and experience:

  • Completion of post secondary education
  • 3 years of related experience in financial services, including
  • 12 years of administrative experience in registered and nonregistered investments
  • Strong critical thinking skills
  • Solid understanding of registered and nonregistered plans and products

Why Kindred


You will be part of a collaborative workplace where you'll be asked to participate in the business and share your voice.

You'll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues.


We believe that your life is bigger than any job, so we'll work together to achieve work-life quality and to care for your overall wellness.

And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff.

When you choose Kindred to further your career, you're joining an engaged workforce at a certified B Corp that is committed to using business as a force for good and acting as an advocate for a Living Wage.


Our comprehensive total rewards package includes:

  • Competitive total compensation
  • Starting salary $43, ,000
  • Group benefits plan & commitment to staff wellness
  • 3 weeks vacation, vacation purchase program
  • Career growth opportunities, continuous training & development support
  • Staff benefits on financial products & services (including Group RSP matching)

RSVP

  • As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred's valuescentered and faithinspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability._

Experience:
Preferred

years:
Administration

years:
Financial Services

  • Investment Specialist

    2 weeks ago

    Kitchener, Ontario, Canada Libro Credit Union Full time

    Career OpportunityLibro is growing - and Libro is hiring.Our expansion plans include a series of new hires across southwestern Ontario. Take a look.Who We AreImagine working for an organization where every employee and customer is an Owner.No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We...

  • Sales Representative

    2 weeks ago

    Kitchener, Ontario, Canada Lawson Products Full time

    Sales RepresentativeCity: KitchenerState/Province: ONCountry: CanadaDivision: SalesJob ID: 12933Teamwork + Coaching + Resources = SUCCESS We're seeking sales representatives who are ready to join a fun and enthusiastic team. Someone who is passionate about customers and what they do to make them—and you—prosper. Sound like you? Keep reading...You are:...

  • Sales Representative

    4 weeks ago

    Kitchener, Ontario, Canada Lawson Products Full time

    Sales RepresentativeCity: KitchenerState/Province: ONCountry: CanadaDivision: SalesJob ID: 12933Teamwork + Coaching + Resources = SUCCESS We're seeking sales representatives who are ready to join a fun and enthusiastic team. Someone who is passionate about customers and what they do to make them—and you—prosper. Sound like you? Keep reading...You are:...

  • Bilingual Customer Support Representative

    2 weeks ago

    Kitchener, Ontario, Canada Descartes Full time

    Descartes Unites the People and Technology that Move the WorldThe need for efficient, secure, and agile supply chains and logistics operations has become ever more critical and complex. By combining innovative technology, powerful trade intelligence and the reach of our network, Descartes helps get goods, information, transportation assets, and people where...

  • Technical Customer Support Representative

    2 weeks ago

    Kitchener, Ontario, Canada RideCo Full time

    This is an opportunity in the exciting and fast-growing transportation technology industry. Public transit is being transformed from a system of static, scheduled fixed-routes, to a dynamic on-demand network, and you'll be one of the pioneers shaping this transformation. You'll join a rapidly growing client success team.As a Technical Customer Support...

  • Customer Service Representative

    2 weeks ago

    Kitchener, Ontario, Canada Centurion Asset Management Full time

    Who We AreCenturion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 280 Employees is a core component of Centurion's success since 2003. Centurion Apartment Real Estate Investment Trust ("REIT") owns...

  • Investment Operations Specialist

    2 weeks ago

    Kitchener, Ontario, Canada Equitable Full time

    Investment Operations Specialist Waterloo, ON, Canada Req #2288 Friday, May 31, At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success...

  • Investment Operations Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Equitable Full time

    Investment Operations Specialist Waterloo, ON, Canada Req #2288 Friday, May 31, At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success...

  • Customer Support Representative

    2 weeks ago

    Kitchener, Ontario, Canada Open Text Corporation Full time

    **Customer Support Representative - Bilingual German**:- Req id: Waterloo, ON, CA**OPENTEXT**OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the...

  • Client Services Representative

    2 weeks ago

    Kitchener, Ontario, Canada Independent Accountants' Investment Counsel Inc. (IAIC) Full time

    We are currently recruiting for a full-time Client Services Representative. This position has a hybrid schedule and requires two days a week in the office, one day at our Listowel office and one day at our Waterloo office.Duties and Responsibilities: Being the first point of contact for inbound calls; Communicating with referring offices; Processing client...

  • Investment Analyst I

    2 weeks ago

    Kitchener, Ontario, Canada Compunnel Inc. Full time

    Investment Analyst IDescription:The Canadian Segment Legacy & Inforce Management team focuses on Portfolio Optimization, one of key strategic priorities, as well as Inforce Management. The team is responsible for identifying opportunities and executing initiatives to improve the value of inforce blocks. The team's mandate is to improve the Canadian Segment...

  • Lead Customer Support Representative

    2 weeks ago

    Kitchener, Ontario, Canada Open Text Corporation Full time

    Lead Customer Support Representative: Req id: Waterloo, ON, CAOPENTEXT THE INFORMATION COMPANYAs the Information Company, our mission at OpenText is to create software solutions and deliver services that redefine the future of digital. Be part of a winning team that leads the way in Enterprise Information Management.The Opportunity:You are great at: Ensuring...

  • Sales Development Representative

    4 weeks ago

    Kitchener, Ontario, Canada American Income Life AO - Nawras Kanan Full time

    Life Insurance Sales Development Representatives Why should you be interested?An exciting opportunity has arisen for a Sales Development Manager role due to significant growth in our company. We are actively seeking multiple Sales Development Representatives (SDRs) keen to expand their careers within the life insurance and financial services sectors. This...

  • Sales Development Representative

    2 weeks ago

    Kitchener, Ontario, Canada American Income Life AO - Nawras Kanan Full time

    Life Insurance Sales Development Representatives Why should you be interested?An exciting opportunity has arisen for a Sales Development Manager role due to significant growth in our company. We are actively seeking multiple Sales Development Representatives (SDRs) keen to expand their careers within the life insurance and financial services sectors. This...

  • Technical investment analyst

    2 weeks ago

    Kitchener, Ontario, Canada Société Financière Manuvie Full time $56,400 - $94,000

    Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l'ensemble de nos...

  • Insurance Sales Representative

    2 weeks ago

    Kitchener, Ontario, Canada Western Financial Group Full time

    Truthfulness | Fairness | Value | LoyaltyAre you motivated by sales goals and incentives?Base salary plus earning uncapped commission from warm leadsSALES REPRESENTATIVE - PERSONAL LINES INSURANCEUnlimited earning potential for our Sales Team in KitchenerMake your mark as a top sales representative in a growing industry. You will achieve success by selling...

  • Customer Support Representative

    2 weeks ago

    Kitchener, Ontario, Canada The Descartes Full time

    Descartes Unites the People and Technology that Move the WorldThe need for efficient, secure, and agile supply chains and logistics operations has become ever more critical and complex. By combining innovative technology, powerful trade intelligence and the reach of our network, Descartes helps get goods, information, transportation assets, and people where...

  • Pipeline - Sales Representative

    2 weeks ago

    Kitchener, Ontario, Canada Western Coast Insurance Services Full time

    Truthfulness | Fairness | Value | Loyalty As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live...

  • Support Services Representative

    2 weeks ago

    Kitchener, Ontario, Canada City of Kitchener Full time

    Support Services Representative(TemporaryFull***Time for approximately18months)Competition NumberJob Code0202Posting DateJanuary 31, 2024Closing DateFebruary 7, 2024 (at 6:00pm)Job StatusTemporary Full-TimeThe- City of Kitchener is a vibrant and dynamic city of approximately 270,000, in the heart of southwestern Ontario. As the largest municipality in...

  • Customer Support Representative

    2 weeks ago

    Kitchener, Ontario, Canada Descartes Systems Group Full time

    Descartes Unites the People and Technology that Move the World The importance of efficient, secure, and flexible supply chains and logistics operations continues to grow, becoming more crucial and intricate. Through a blend of cutting-edge technology, robust trade intelligence, and our extensive network, Descartes plays a key role in facilitating the flow...