Investment Associate

Position Title: Investment Associate

Reports To: Senior Vice President of Operations & Premises

The Investment Associate will provide excellent service to identify the financial needs of each member and recommend an appropriate Credit Union solution. In addition, the Investment Associate is responsible for the office administration of VCU Financial Ltd.; including processing mutual fund transactions, updating client files, receiving and responding to client inquiries on behalf of advisors/specialists, and entering client‑specific data into software programs for use/analysis by advisors/specialists. This position is intended as a stepping stone progress to the Investment Advisor role.

Qualifications

- Diploma in Office Administration preferred.

- Licensed Mutual Funds sales agent, or willing to obtain promptly.

- Education in Business Administration or Business Management would be an asset.

- Experience of two years or more in office administration

- Effective business communication skills including written, verbal, and interpersonal, analytical problem solving and decision‑making skills.

- Computer literate, including effective working skills of MS Word, Excel, and Outlook.

Compensation

- Salary range $45,000 to $55,000/annually.

- Comprehensive benefits package.

Submit Resume and Cover Letter To

Human Resources
Vision Credit Union Ltd.
Corporate Office
5007 – 51 Street
Camrose, Alberta T4V 1S6
Fax 780-679-0569
jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Job Duties/Responsibilities

- Receive client inquiries on behalf of advisors/specialists and determine the appropriate course of action.

- Process mutual fund transactions for clients as required.

- Review, analyze and update client files to meet practice engagement manual (PEM) standards.

- Enter confidential client‑specific information on financial planning software for use/analysis by advisors/specialists.

- Adhere to legislation and security procedures accurately and promptly as they pertain to the position.

- Secondary resource to meet with clients and provide recommendations toward achieving their financial goals and objectives.

- Actively solicit new business opportunities within community and/or trading area through personal contact, cold calling, report analysis, and follow‑up on referrals from other staff.

- Identify and act upon opportunities to promote VCU Financial/Vision Credit Union products and services to be both favorable to the member and organization.

- Participate in various marketing campaigns, internal committees, community involvement and image building of VCU Financial.

- Assist with the implementation and maintenance of member/client fulfillment programs (i.e., advisors/specialists)

- Assist in planning and coordination of seminars for both the public and for select clients in conjunction with advisors/specialists.

- Assist in planning and coordination of client appreciation activities in conjunction with advisors/specialists.

- May relieve other positions as required and deemed appropriate.

- Portray a good sense of teamwork and establish team relationships with other staff members.

- Performs all other duties as assigned and deemed appropriate within the specified time frame.

- Keep current of changes, updates and amendments to policy, procedures, and legislation as it pertains to this position.

- Keep current with ever‑changing work environment.

- Complete annual training for the position as outlined in the Vision Credit Union training progression document, ensuring knowledge is evident and procedures are followed.

- Obtain annual continuing education credit requirements specific to the industry and designation attained.

- Adhere to all Vision Credit Union policies and procedures.

- Follow all compliance policies and procedures in relation to Anti‑Money Laundering and Anti‑Terrorist Financing Guidelines.

- Assist the Senior Vice President of Operations & Premises with other duties as assigned.

Requirements

- High school diploma.

- Diploma in Office Administration preferred.

- Licensed Mutual Funds sales agent, or willing to obtain promptly.

- Education in Business Administration or Business Management would be an asset.

- Experience of two years or more in office administration

- Effective business communication skills including written, verbal, and interpersonal, analytical problem solving and decision‑making skills.

- Computer literate, including effective working skills of MS Word, Excel, and Outlook.

We may very well be the right fit for you… and you for us.

We’re Vision Credit Union. Although we offer loans, deposits, financial planning service, RRSP’s, mutual funds, insurance products and other product that most F.I.’s are able to offer, we do things a little (some would say a lot) different at our “shop”.

Our focus is our 37,000 member‑owners. We’re an organization based on principles over profit. If you are eager to launch a rewarding career with our organization, you will need to be able to naturally and consistently provide “well above the norm” member service. After all, the Credit Union system has been chosen tops in Canada for twelve years straight in the area of customer service. That’s a reputation we pledge to continue.

We believe that charging excessive fees or providing products and services that benefit our Credit Union more than our valued members is wrong. We also believe that the bulk of our profits must be shared by our members and that some of our profits need to be channeled back to community initiatives in the small rural communities where we live and work.

At Vision Credit Union, an equal opportunity employer, we treat members special. Our goal is to ensure that every one of our members feels like an extension of our “family”. The team, of which you would be a part, is small in numbers but capable of “moving mountains”. We believe in common purpose (life‑long member‑owners). We strive for error‑free work and accountability. We’re collectively recognized for our great work: in both 2016 and 2017 Vision C.U. was named one of Alberta’s Top 70 Employers. In 2016, 2018 and 2019, Vision earned the title: Alberta’s Credit Union of the Year.

We are always “on the hunt” for enthusiastic, astute and motivated team members. Joining us represents an opportunity to go home from work feeling fulfilled. At Vision, you will enjoy a salary that is at or above industry standards and there are exceptional advancement opportunities for the right individual. If you feel you can offer skill and passion to help our organization continue being the financial service provider of choice in rural and entrepreneurial
Alberta, we invite your resume.

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