Investment Support Specialist
15 hours ago
At 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 and exceptional member experiences.
Key Responsibilities:- Provide specialized support to investment team members, responding to inquiries and ensuring accurate and consistent service for registered and non-registered products.
- Prepare, complete, or review forms and documentation related to investment accounts and transactions, leveraging in-depth knowledge of policies and procedures.
- Meet regular reporting requirements within deadlines, ensuring completeness and accuracy for Kindred, fund dealers, regulators, CRA, and other partners.
- 2-3 years of administration experience
- Working knowledge of MS Office tools
- Strong keying skills with meticulous attention to detail and accuracy
- Knowledge of mutual fund compliance and various savings and retirement products an asset
- Experience in estate administration an asset
We believe in creating a work environment that values diversity, equity, and inclusion. As a Kindred Credit Union team member, you'll have opportunities to grow your skills, share your expertise, and contribute to our mission of using business as a force for good. Our comprehensive rewards package includes competitive total compensation, group benefits, and access to financial products and services at preferred rates.
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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
4 days ago
Kitchener, Ontario, Canada Kindred Credit Union Limited Full timeJob Title: Investment Support RepresentativeKindred 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...
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Investment Support Specialist
4 days ago
Kitchener, Ontario, Canada Kindred Credit Union Limited Full timeJob Title: Investment Support RepresentativeKindred 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...
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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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Financial Planner Investment Specialist
12 hours ago
Kitchener, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales...
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Financial Planner Investment Specialist
14 hours ago
Kitchener, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales...
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Investment Advisor
4 weeks ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Planning Specialist at Royal Bank of Canada, you will help your clients achieve their financial goals while building a successful career with our support. You will have the opportunity to develop your skills and expertise in financial planning, investment management, and wealth creation.Key...
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Investment Advisor
3 weeks ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Planning Specialist at Royal Bank of Canada, you will help your clients achieve their financial goals while building a successful career with our support. You will have the opportunity to develop your skills and expertise in financial planning, investment management, and wealth creation.Key...
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Client Associate
4 weeks ago
Kitchener, Ontario, Canada CIBC Full timeJob Title: Assistant Administrative Support - Investment Advisor TeamWe are building a bank focused on relationships for a modern world. We are looking for talented and passionate professionals who are dedicated to doing what is right for our clients.At CIBC Bank, we leverage your strengths and ambitions to empower you to act. Our team members have what they...
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Investment Services Associate
1 week ago
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 Services Associate
7 days ago
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 Services Associate
1 week ago
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
4 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
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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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...
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Financial Planner Investment Specialist
5 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...