Investment Associate - Camrose

Position Title : Investment Associate

Reports To : Senior Vice President of Operations & Premises

The Investment Associate will provide excellent service to identify the financial needs of each member and recommend an appropriate Credit Union solution. In addition, the Investment Associate is responsible for the office administration of VCU Financial Ltd.; including processing mutual fund transactions, updating client files, receiving and responding to client inquiries on behalf of advisors / specialists, and entering client‑specific data into software programs for use / analysis by advisors / specialists. This position is intended as a stepping stone progress to the Investment Advisor role.

Qualifications

• Diploma in Office Administration preferred.
• Licensed Mutual Funds sales agent, or willing to obtain promptly.
• Education in Business Administration or Business Management would be an asset.
• Experience of two years or more in office administration
• Effective business communication skills including written, verbal, and interpersonal, analytical problem solving and decision‑making skills.
• Computer literate, including effective working skills of MS Word, Excel, and Outlook.

Compensation

Submit Resume and Cover Letter To

Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Job Duties / Responsibilities

Requirements

We may very well be the right fit for you… and you for us.

We’re Vision Credit Union. Although we offer loans, deposits, financial planning service, RRSP’s, mutual funds, insurance products and other product that most F.I.’s are able to offer, we do things a little (some would say a lot) different at our “shop”.

Our focus is our 37,000 member‑owners. We’re an organization based on principles over profit. If you are eager to launch a rewarding career with our organization, you will need to be able to naturally and consistently provide “well above the norm” member service. After all, the Credit Union system has been chosen tops in Canada for twelve years straight in the area of customer service. That’s a reputation we pledge to continue.

We believe that charging excessive fees or providing products and services that benefit our Credit Union more than our valued members is wrong. We also believe that the bulk of our profits must be shared by our members and that some of our profits need to be channeled back to community initiatives in the small rural communities where we live and work.

At Vision Credit Union, an equal opportunity employer, we treat members special. Our goal is to ensure that every one of our members feels like an extension of our “family”. The team, of which you would be a part, is small in numbers but capable of “moving mountains”. We believe in common purpose (life‑long member‑owners). We strive for error‑free work and accountability. We’re collectively recognized for our great work : in both 2016 and 2017 Vision C.U. was named one of Alberta’s Top 70 Employers. In 2016, 2018 and 2019, Vision earned the title : Alberta’s Credit Union of the Year.

We are always “on the hunt” for enthusiastic, astute and motivated team members. Joining us represents an opportunity to go home from work feeling fulfilled. At Vision, you will enjoy a salary that is at or above industry standards and there are exceptional advancement opportunities for the right individual. If you feel you can offer skill and passion to help our organization continue being the financial service provider of choice in rural and entrepreneurial

Alberta, we invite your resume.

#J-18808-Ljbffr