Investment Support Specialist
4 days ago
Kindred Credit Union Limited is seeking a highly skilled Investment Support Representative to join our team. As a key member of our investment team, you will provide internal member support for branch investment staff, acting as a specialized resource to respond to inquiries, and provide accurate and consistent service relating to transactions for registered and non-registered products.
Key Responsibilities:- Provide exceptional service standards while supporting investment team members for processing registered and non-registered investments.
- Prepare, complete, or review forms and documentation relating to investment accounts/transactions using a high degree of knowledge of policies and procedures.
- Complete assigned regular reporting requirements within deadlines, ensuring completeness and accuracy.
- 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.
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 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. Our comprehensive total rewards package includes competitive total compensation, group benefits plan, 3 weeks' vacation, career growth opportunities, and staff benefits on financial products and services.
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Investment Support Specialist
4 days ago
Kitchener, Ontario, Canada Kindred Credit Union Full timeInvestment Support RepresentativeAt Kindred Credit Union, we're committed to providing exceptional service to our members while fostering a collaborative and inclusive work environment. As an Investment Support Representative, you'll play a vital role in supporting our branch investment staff, providing specialized support for processing registered and...
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Investment Support Specialist
4 days ago
Kitchener, Ontario, Canada Kindred Credit Union Full timeInvestment Support RepresentativeAt Kindred Credit Union, we're committed to providing exceptional service to our members while fostering a collaborative and inclusive work environment. As an Investment Support Representative, you'll play a vital role in supporting our branch investment staff, providing specialized support for processing registered and...
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Investment Support Specialist
12 hours ago
Kitchener, Ontario, Canada Kindred Credit Union Limited Full timeJob Title: Investment Support RepresentativeAt Kindred Credit Union Limited, we're seeking a highly skilled Investment Support Representative to join our team. As a key member of our investment team, you will provide exceptional support to our branch investment staff, ensuring seamless transactions and exceptional member service.Key Responsibilities:Provide...
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Investment Support Specialist
15 hours ago
Kitchener, Ontario, Canada Kindred Credit Union Limited Full timeJob Title: Investment Support RepresentativeAt Kindred Credit Union Limited, we're seeking a highly skilled Investment Support Representative to join our team. As a key member of our investment team, you will provide exceptional support to our branch investment staff, ensuring seamless transactions and exceptional member service.Key Responsibilities:Provide...
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Investment Support Specialist
12 hours ago
Kitchener, Ontario, Canada Kindred Credit Union Full timeInvestment Support RepresentativeAt Kindred Credit Union, we're committed to providing exceptional financial services to our members while fostering a collaborative and inclusive work environment. As an Investment Support Representative, you'll play a vital role in delivering high-quality support to our branch investment staff, ensuring seamless transactions...
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Investment Support Specialist
15 hours ago
Kitchener, Ontario, Canada Kindred Credit Union Full timeInvestment Support RepresentativeAt Kindred Credit Union, we're committed to providing exceptional financial services to our members while fostering a collaborative and inclusive work environment. As an Investment Support Representative, you'll play a vital role in delivering high-quality support to our branch investment staff, ensuring seamless transactions...
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Financial Planner Investment Specialist
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Financial Planner Investment Specialist
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1 week ago
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Investment Services Associate
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Kitchener, Ontario, Canada Waystone Governance Ltd. Full timeSenior Associate - Investor ServicesWaystone Governance Ltd. is a leading provider of specialist services for the asset management industry. We partner with institutional investors, investment funds, and asset managers to build, support, and protect investment structures and strategies worldwide.As a Senior Associate in our Investor Services team, you will...
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Investment Advisor
5 days ago
Kitchener, Ontario, Canada RBC Dominion Securities Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.About the RoleAs an Investment Advisor, you will be responsible for:Building and maintaining strong...
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Investment Advisor
1 week ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeGrow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to high-net-worth individuals, families, and business...
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Investment Advisor
1 week ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeGrow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to high-net-worth individuals, families, and business...
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Kitchener, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients within the Kitchener-Waterloo communities. You will work alongside internal partners who refer clients to you, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...
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Financial Planner Investment Specialist
4 days ago
Kitchener, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients within the Kitchener-Waterloo communities. You will work alongside internal partners who refer clients to you, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...