Financial Services Officer

1 week ago


Rocky Mountain House, Canada Rocky Credit Union Full time

**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


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