Financial Services Officer
1 week ago
**The Credit Union**:
Rocky Credit Union is the largest single branch Credit Union in Canada. Rocky Credit Union is committed to maintaining their high-level standard of member service. This is your opportunity to join a dynamic team of financial professionals in a vibrant organization. Rocky Credit Union is currently recruiting for a Financial Services Officer -18 Month Maternity Leave Contract position. There is a possibility for this contract to be extended.
**The Position**:
- Support the existing internal Mutual Fund portfolio through ongoing sales and administrative support
- Maintain up to date knowledge of registered product legislation
- Completes and reviews mutual fund activities including new client accounts and trades and “know your client” forms to ensure regulatory compliance is met
- Adherence to mutual funds compliance procedures; keeps current with changes in mutual fund regulations and compliance requirements
- Process tax-deferral plan transactions, such as RRSP and RRIF deposits, withdrawals, and roll-overs; process transactions for LIFs, estates and solicitors’ term deposits; processes Registered Plans “estates”
- Responds to inquiries on RRSPs, RESPs, LIFs, term deposits, RRIFs and group RRSPs; investigates and resolves errors or discrepancies; handles routine problems
- Maintains related records and files; balances and reconciles assigned general ledger accounts; investigates and resolves discrepancies
**The Person**:
- Experience with Investments, RRSP, RESP’s LIFS and Estates
- Mutual funds license is an asset
- Related post-secondary education
- Requires an understanding of investments and financial planning
- Time management and detailed oriented
**Compensation**:
- Salary commensurate with experience and in accordance with Rocky Credit Rewards & Motivation program.
- Comprehensive benefits package.
**Job Types**: Full-time, Fixed term contract
Contract length: 20 months
Pay: $29.00-$31.00 per hour
Additional pay:
- Bonus pay
Flexible language requirement:
- French not required
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Rocky Mountain House, AB T4T 1C1: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Investment, RRSP, RESP, LIFS and Estates: 4 years (preferred)
Work Location: In person
Application deadline: 2023-03-06
Expected start date: 2024-11-01
-
Accounting Technician
13 hours ago
Rocky Mountain House, Canada Rocky Mountain Dodge Full time**Rocky Mountain Dodge** **1. IDENTIFYING INFORMATION** **Department**:**Accounting **Working Title**:**AR / AP / Bookkeeping / Office Admin **Supervisor's Title**: Controller **2. ** This position involves the incumbent performing basic and routine accounting function by reconciling accounts payable and accounts receivable schedules, reconciling daily...
-
Forest Officer
2 weeks ago
Rocky Mountain House, Canada Government of Alberta Full time**Job Information** Job Requisition ID: 64607 Ministry: Forestry and Parks Location: Rocky Mountain House Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Permanent Scope: Open Competition Closing Date: December 6, 2024 Pay Grade: Natural Resource 6 **Salary**: $2,232.12 to $ 2,838.04 bi-weekly ($58,258 - $74,072...
-
Administrative Support Iii
7 days ago
Rocky Mountain House, Canada Alberta Health Services Full timeYour Opportunity: This position is required to be on site at Rocky Mountain House CHC and is not a remote working opportunity. Reporting to the CAS Area Coordinator/Manager, this position supports community health programs (i.e. Public Health, Home Care, Allied Health, Children’s Rehab Services) operating at the Community Health Centre by maintaining...
-
Cashier/customer Service
2 days ago
Rocky Mountain House, Canada Fas Gas Plus Full time**Job Overview** **Duties** - Greet customers warmly and assist them in locating products or services. - Process transactions accurately using the POS system, including cash handling and credit card processing. - Provide product demonstrations and technical sales support to enhance customer understanding of merchandise. - Engage in upselling techniques to...
-
Rocky Mountain House, AB, Canada SUNCHILD CHILD AND FAMILY SERVICES Full timePOST MAJORITY SUPPORT SERVICES CASEWORKERCompany DescriptionNestled in the Rocky Mountains County on Treaty 6 Territory, the spirit of the Sunchild Child and Family Services and community radiates opportunity. We offer a collaborative and dynamic workplace where our values of Trust, Transparency, Collaboration, and Compassion guide our practice to improve...
-
Environmental Ii
1 week ago
Rocky Mountain House, Canada Alberta Health Services Full timeYour Opportunity: Alberta Health Services (AHS) is looking for a dependable, highly motivated individual for the position of Environmental Services II (cleaner/housekeeper trained to work in healthcare) that is dedicated to both high-quality work and safety. AHS will provide the necessary training to safely clean and disinfect patient rooms, clinical areas,...
-
Environmental Ii
1 week ago
Rocky Mountain House, Canada Alberta Health Services Full timeYour Opportunity: Alberta Health Services (AHS) is looking for a dependable, highly motivated individual for the position of Environmental Services II (cleaner/housekeeper trained to work in healthcare) that is dedicated to both high-quality work and safety. AHS will provide the necessary training to safely clean and disinfect patient rooms, clinical areas,...
-
Wealth Management Assistant
2 weeks ago
Rocky Mountain House, Canada West of the 5th Financial Solutions Inc. Full time***About the Role** West of the 5th Financial is seeking a highly motivated and detail-oriented **Mutual Fund Assistant** to join our Wealth team. In this role, you will execute instructions from the team lead with precision, urgency, and a commitment to accuracy. You will work both independently and collaboratively, supporting the preparation,...
-
Branch Administrator
5 days ago
Rocky Mountain House, Canada PTW Energy Services Ltd. Full time**THE OPPORTUNITY**: **PTW is hiring a local Branch Administrator to join our team in Rocky Mountain House, AB! If you have experience as an Administrative Assistant, we want to hear from you. APPLY TODAY!** **GOOD TO KNOW**: - Full time position - Monday to Friday - 40-hour work week **A DAY IN THE LIFE**: - Manage a variety of documentation...
-
Team Leader
7 days ago
Rocky Mountain House, Canada Rocky Support Services Society Full timeWe are seeking a dedicated and compassionate Team Leader to join our Rocky Support Services Society team. As a Team Leader, you will be responsible for overseeing the care and well-being of individuals in a group home facility. Your leadership skills and experience in disability services will be essential in providing a safe and nurturing environment for our...