Investment Specialist- Winnipeg

Investment Specialist
Full-Time Permanent, Winnipeg Branches
Excellent learning environment with one of Manitoba’s Top Employers

We wouldn’t be a top employer without the team we work with!

We value:
• making a difference in the lives of our members and in our communities
• our employees, empowering them with opportunities to learn, advance and excel in an engaging environment
• our culture of innovation to test and implement new ideas challenging the status quo

Who are we looking for?
• The Investment Specialist seeks to manage and grow the assigned wealth management portfolio by providing exceptional service to both existing and potential members through the sale of mutual fund products and basic planning services.
• The ideal candidate must have a Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) and a willingness to work towards completion of the Certified Financial Planner (CFP) or Professional Financial Planner (PFP) designation.

What do we offer?
• a welcoming and friendly team oriented culture
• competitive salary
• paid benefits that can’t compare: bonus program, clothing allowance, matched pension plan, paid extended health and dental care, generous vacation time, paid education and training, preferred loan and savings rates and many more perks

How do you apply?
• log on to our website:
• complete the online application under “Careers”
• include your CV and cover letter
• apply before Friday, December 31st, 2021

We look forward to hearing from you!

Access Credit Union welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.


Winnipeg, MB

Job type: Full-time

Apply Now

Contact Information

Access Credit Union

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