Job Title

Linden Ridge Branch 2100 McGillivary Blvd Winnipeg, MB R3Y1X2, CAN Description Build a rewarding career with Steinbach Credit Union Steinbach Credit Union (SCU) is one of Manitobas largest credit unions and among the top 10 in Canada, with over $10 billion in assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every members individual needs. Our membercentric approach is a key driver in everything we do, and our level of service is second to none.We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit ourwebsite . An exciting opportunity awaits! We currently have an opportunity for a Mutual Fund Associate to join our team in our Linden Ridge branch! As a Mutual Fund Associate, you will assist the mutual fund Wealth Advisor''''s with delivering exceptional member service through daytoday monitoring, maintenance and follow up of financial accounts, ensuring compliance with mutual fundcentered investment legislation, policies, and procedures. Specific Responsibilities: Support mutual fund Wealth Advisor''''s by maintaining appointment preparation, preparing correspondence, and processing documents associated with the sale of financial products and investment transactions Respond to member inquiries related to investment products/services and resolve member questions and concerns wherever possible, referring more complex issues to the Wealth Advisor or Manager, Investment Administration Followup on member documentation and/or transactions for proper maintenance of accounts Execute member requests for balances, account updates, and account closures Liaise with staff, other financial institutions, and/or other third parties for information sharing and/or information exchange Review applications and all applicable documentation for new accounts, updates to accounts, or transfers; identify inaccuracies and/or omissions, ensure compliance with relevant legislation and followup as required Process transactions for members, ensuring exceptional accuracy and efficiency at all times Generate, review, and distribute activity report Update and maintain reports for tracking and recordkeeping Maintain manual documents and digital files/records accurately and efficiently Maintain thorough knowledge of and adhere to policies and procedures associated with the credit union, Aviso Wealth, and the Canadian Investment Regulatory Organization (CIRO) Support, provide backup relief, and/or train colleagues to develop and maintain a strong team dynamic Refer potential sales opportunities to the Wealth Advisor''''s or other specialists within the credit union Qualifications: Grade 12 diploma plus completion of the Investment Funds in Canada (IFC) or equivalent course (or willingness to complete), plus 1 to 3 years of job related experience, or an equivalent combination of education and experience Requires lifting (related to filing) on occasion (up to 20 pounds) Business acumen Basic understanding of investment strategies Working knowledge of investmentrelated regulatory environmentsSoftware proficiency (Dataphile, Excel) How we''''ll reward you You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you may be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including: Extended medical, dental, vision benefits, plus a health spending account (100% of premiums are paid by SCU) Critical Illness insurance, Life insurance, AD&D insurance, and Employee Assistance programs Employee Banking benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products) Opportunities for professional development Clothing allowance Free parking at all locations Accessibility and inclusivity We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and well work with you to meet your needs. Closing Date: April 01, 2026 We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted. #J-18808-Ljbffr