Investment Support Representatives

3 months ago


Kitchener, 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 differenceas a full-time contract Investment Support Representative in Kitchener. **We have two full-time, contract positions available, one for 12-months and one for 18-months.**

Reporting to the Manager, Compliance and Investment Support, this role provides internal member support for branch investment staff, acting as a specialized resource to respond to inquiries, and provides accurate and consistent service relating to transactions for registered and non-registered products.

**Key Responsibilities**
- Following excellent service standards while providing specialized support for investment team members for processing registered and non-registered investments.
- Prepares, completes, or reviews forms and documentation relating to investment accounts / transactions using a high degree of knowledge of policies and procedures.
- Completes assigned regular reporting requirements within deadlines, for Kindred, fund dealers, regulators, CRA, or other partners, ensuring completeness and accuracy.

**What to bring**

As a first point of contact for branch inquiries, providing information, responding to questions, and resolving complex or unusual situations escalated from branch partners; you are a member-focused, financial services professional excited about contributing to the success of a team dedicated to integrating stewardship and values in providing financial planning and services to our members.

**Plus, you bring your qualifications and experience**:

- 2-3 years’ experience in administration
- Working knowledge of MS Office tools
- Strong keying skills with meticulous attention to detail and accuracy
- Knowledge of mutual fund compliance an asset
- Understanding of various savings and retirement products an asset
- Experience in estate administration an asset

**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. **For many roles, we offer flexible and remote options that we can discuss with you.**

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
- 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

**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 values-centered and faith-inspired, 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
- 2 - 3 years: Administration
- 1 - 2 years: Financial Services



  • Kitchener, 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...

  • Sales Representative

    6 months ago


    Kitchener, Canada Lawson Products Full time

    Teamwork + 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**: Self-motivated. Persistent. A relationship builder. A problem-solver. You love working for a...


  • Kitchener, Canada Encircle Full time

    **Customer Support Representative** Remote - Kitchener, ON Encircle is leading the $1.6 trillion dollar property insurance industry out of the dark ages of pen and paper processes, into the digital age of transparency and empowerment. Our easy-to-use software platform enables thousands of restoration contractors and insurance professionals around the world...

  • Investment Specialist

    7 months ago


    Kitchener, Canada Libro Credit Union Full time

    Career Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Careers - Job Opportunities with Libro Credit Union | Libro Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee...

  • Financial Analyst

    7 months ago


    Kitchener, Canada Region of Waterloo Full time

    **Job Req ID**:561**Department**:Cash Management and InvestmentsFinancial Analyst (Cash Management/Investments and Police) **Job Number**:561**Job Type**: Temporary Full-Time - **Temp Contract Length**: 3 months - **Location**: 150 Frederick St - Regional Admin Headquarters - **Job Category**: Administration - **Number of Positions**:1 - **Department**:...

  • Financial Analyst

    6 months ago


    Kitchener, Canada Region of Waterloo Full time

    **Our Story**: Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving, and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by delivering quality services to a diverse population of 630,000+, while creating a healthy,...


  • Kitchener, Canada Leavitt Machinery Canada Inc. Full time

    **Leavitt Machinery** is one of the fastest growing material handling equipment dealerships in North America. With an entrepreneurial spirit, mission-driven approach, and customer-focused mindset, Leavitt has achieved consistent growth over the past 25 years. Leavitt Machinery is now an integral entity within the Venturis group of companies, an integrated...


  • Kitchener, Canada Scotiabank Full time

    Requisition ID: 175078 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...


  • Kitchener, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    Customer Service Representative OpportunityWe are seeking a skilled and dedicated Customer Service Representative to join our team at beBee Professionals in Kitchener, Canada.Key Responsibilities:Provide exceptional customer service via phone, email, and chat, ensuring timely and professional issue resolution.Offer product and service information, addressing...


  • Kitchener, Ontario, Canada The Canada Life Assurance Company Full time

    **About the Role**We are seeking a highly skilled Senior Client Support Specialist to join our team at The Canada Life Assurance Company. As a key member of our Continuum Financial Centre, you will play a critical role in providing exceptional service to clients requiring assistance related to their investment and insurance products.**Key...


  • Kitchener, Canada Leavitt Machinery Full time

    **Leavitt Machinery** is one of the fastest growing material handling equipment dealerships in North America. With an entrepreneurial spirit, mission-driven approach, and customer-focused mindset, Leavitt has achieved consistent growth over the past 25 years. Leavitt Machinery is now an integral entity within the Venturis group of companies, an integrated...


  • Kitchener, Canada Rome Logistics Group Full time

    **Who We Are**: Rome Logistics Group is a leading third-party logistics (3PL) company that specializes in optimizing supply chain operations for businesses and carriers. Our tailored solutions improve service, rates, and speed to market, ensuring our clients' success. **Why You Should Join Us**: **Role Overview**: As an IT Support Desk Representative you...


  • Kitchener, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** Are you motivated by sales goals and incentives? Base salary plus earning uncapped commission from warm leads! **SALES REPRESENTATIVE - PERSONAL LINES INSURANCE** **Unlimited earning potential for our Sales Team in Kitchener!** Make your mark as a top sales representative in a growing industry. You will...


  • Kitchener, Canada Your Neighbourhood Credit Union Full time

    **Posting #**:24-27 **Location**:Windsor, London, Stratford, Mitchell, Woodstock (surrounding area) **Job Type**:Full-Time Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal? Here at Your Neighbourhood Credit...


  • Kitchener-Waterloo, Canada VCT Group Full time

    Position**:Business Development Representative** Location**:Kitchener, ON** Base Salary Range: $50k - $60k Annual Starting Salary, depending on experience and qualifications. Additional Benefits: Company bonus program, competitive health benefits plan, RRSP matching, generous vacation allowance, and staff discounts for solar and EV charging...


  • Kitchener, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Kitchener, Ontario, Canada The Canada Life Assurance Company Full time

    OverviewCanada Life, a leading insurer in Canada, is seeking a Bilingual Senior Service Specialist Client Support to join its Continuum Financial Centre. As a key member of the team, you will provide exceptional service to clients requiring assistance with their investment and insurance products.SalaryThe base salary for this position is between $43,800 -...

  • Company Representative

    7 months ago


    Kitchener, Canada INIVYX Full time

    **About Us** INIVYX is a dynamic company committed to empowering businesses of all kinds to reach their maximum potential. Our cutting-edge R&D is crafted by our top experts, using our unique specialization in analytics and behavioural science. **About The Role** 1. As our Company Representative, you'll be tasked with attending assigned events to network...

  • Sales Representative

    6 months ago


    Kitchener, Canada Lawson Products Full time

    Teamwork + Coaching + Resources = SUCCESS! We’re seeking someone who is 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**: Self-motivated. Persistent. A relationship builder. A problem-solver. You love working for a company with a...


  • Kitchener, Canada City of Kitchener Full time

    **Investment and Treasury Analyst** **(**Temporary Full Time for approximately **12** months**)** **Competition Number** 2024-471 **Job Code** 1295 **Posting Date** October 29, 2024 **Closing Date** November 12, 2024 (at 6:00pm) **Job Status** Temporary Full-Time The **City of Kitchener** is a vibrant and dynamic city of approximately 292,000, in...