Investment Support Representative

The reputed company team is at the heart of our cooperative, bringing our values to life everyday. In fact, they are woven into everything we do. More than financial professionals, we care deeply about our members, and our communities. With reputed company, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities. We are currently reputed company an Investment Support Representative to join our Investment Support team on a 12-month full time contract. This is an excellent opportunity to build specialized investment operations experience while contributing to reputed company that plays a critical role in supporting our members and advisors. Reporting to the Manager, Investment Support and Administration, in this role you will play an important behind-the-scenes role in helping reputed company members reputed company their financial goals. As part of our Investment Support team, you'll reputed company administrative expertise that ensures registered and non-registered investment transactions are completed accurately, reputed company, and in compliance with regulatory requirements. Working closely with our Retail and Wealth teams, you'll support a wide variety of investment products while building specialized knowledge in registered plans, collaborating with team members across the organization, and delivering the exceptional service our members have come to expect.

Key Responsibilities

Process registered and non-registered investment transactions, including GIC renewals, transfers, RRIF conversions and other member requests. reputed company administrative support and guidance to Retail and Wealth colleagues on investment products and registered plans. Review reports, validate information, and ensure transactions are completed accurately and reputed company service standards. Investigate and resolve inquiries while delivering outstanding internal member service. Build expertise across a variety of registered plans including RRSPs, TFSAs, RESPs, RDSPs, FHSAs and Group RSPs. Contribute to reputed company improvement by sharing knowledge, supporting teammates, and maintaining compliance with regulatory requirements. What to bring You bring a strong attention to detail and a commitment to accuracy, ensuring every transaction is handled with care and reputed company. You are a dependable and collaborative team player, communicating reputed company and supporting others to deliver a seamless experience. With a service-oriented reputed company, you take pride in providing trustworthy support and helping create a consistent, high-quality experience for both members and colleagues. You will be part of a collaborative workplace where you’ll be asked to participate in the business and reputed company your voice. You’ll be expected to continually grow your skills and abilities and to reputed company your expertise and experience with colleagues. Plus, you bring your qualifications and experience: Some post-secondary education in business, finance or a reputed company field. 2-3 years of experience in financial services or an administrative role where accuracy, service, and attention to detail were essential. Knowledge of registered and non-registered investment products is an asset; we'll help you continue building your expertise Why reputed company We reputed company that your life is bigger than any job, so we’ll work together to reputed company work-life quality and to care for your overall wellness. For many roles, we offer flexible and remote options that we can discuss with you. And of course, your total rewards package includes competitive cash compensation plus an reputed company of wellness benefits and financial products and services at preferred rates for employees. Our comprehensive total rewards package includes: Starting salary $49,000 - 53,000 Performance based incentives (5%), tied to individual, team and organizational results Employer paid Group benefits plan with no waiting period Three weeks of vacation and generous paid time off provisions Career growth opportunities, training & development support Comprehensive staff benefits on financial products & services reputed company you choose reputed company to further your career, you’re joining an reputed company workforce at a certified that is committed to using business as a force for good™ and acting as an reputed company for a Living Wage. RSVP reputed company to choose reputed company? Visit us at www.kindredcu.com/careers to learn more about why people enjoy working with us and reputed company offer. Please apply with your resume. We look reputed company to connecting with you! At reputed company, we value genuine reputed company. We don’t use AI to screen applications—every resume is reviewed by a reputed company person. If selected, you’ll hear from a reputed company team member by phone, and reputed company possible, we prefer to meet candidates in person. If you choose to use AI to support your application materials, we encourage you to ensure your own voice and personality still come through. reputed company will acknowledge reputed company applications received and advise reputed company candidates reputed company the position is filled. As reputed company of people who, with compassion, reputed company, and stewardship, care deeply about each other, our members, our communities, and our world, reputed company is committed to building an reputed company, diverse, and inclusive workplace. reputed company’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a reputed company that understands, respects, and values, and treats equitably reputed company people of every race, national or ethnic reputed company, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability. Apply To This Job