Manager of Investment Services

2 weeks ago

Vermilion, Canada Vermilion Credit Union Ltd Full time

**Join Our Team as Manager of Investment Services**:

- Location: Vermilion, Alberta | Full-Time_

Are you a driven financial professional with a passion for leadership and a knack for investment planning? Vermilion Credit Union is looking for a **Manager of Investment Services** to lead our Wealth Management department and help our members achieve their financial goals.

In this pivotal role, you’ll be responsible for overseeing a range of wealth management services while ensuring compliance with policies, procedures, and regulatory guidelines. You’ll play a key leadership role, managing and mentoring our Financial Service Advisor and Finance Clerk, while serving as the primary liaison with Aviso Wealth.

As a leader in our team, you will:

- Provide expert financial planning advice and solutions tailored to our members’ needs
- Lead the education, development, and performance management of staff within the department
- Drive sales campaigns and promotions that support our member-first, service-oriented culture
- Offer technical guidance and support in the areas of investment, deposit products, and financial planning
- Champion our values, mission, and the cooperative principles that define Vermilion Credit Union

To thrive in this role, you’ll need a deep understanding of wealth management services, a collaborative mindset, and a commitment to delivering outstanding member experiences.

**Why Join Us?**
At Vermilion Credit Union, we’re not just about numbers — we’re about people. We offer a dynamic and supportive work environment, ongoing opportunities for professional growth, and the chance to make a real impact in the financial well-being of our community.

Deadline: May 16, 2025

Pay: $85,000.00-$105,700.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- Profit sharing
- RRSP match

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: In person

Application deadline: 2025-05-16

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