Job Description
The Position:
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 to progress to the Investment Advisor role.
This is a full-time permanent position.
For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers
The Person:
· 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:
· Salary range $45,000 to $55,000/annually.
· Comprehensive benefits package.
SUBMIT RESUME AND COVER LETTER TO:
Human Resources
Vision Credit Union Ltd.
Corporate Office
5007 – 51 Street
Camrose, Alberta T4V 1S6
Fax 780-XXXXXX
Only those individuals invited for an interview will be contacted.
Job Type: Full-time
Pay: $45,000.00-$55,000.00 per year
Benefits:
Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site gym
On-site parking
Profit sharing
RRSP match
Vision care
Wellness program
Ability to commute/relocate:
Camrose, AB T4V 1S6: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
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 to progress to the Investment Advisor role.
This is a full-time permanent position.
For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers
The Person:
· 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:
· Salary range $45,000 to $55,000/annually.
· Comprehensive benefits package.
SUBMIT RESUME AND COVER LETTER TO:
Human Resources
Vision Credit Union Ltd.
Corporate Office
5007 – 51 Street
Camrose, Alberta T4V 1S6
Fax 780-XXXXXX
Only those individuals invited for an interview will be contacted.
Job Type: Full-time
Pay: $45,000.00-$55,000.00 per year
Benefits:
Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site gym
On-site parking
Profit sharing
RRSP match
Vision care
Wellness program
Ability to commute/relocate:
Camrose, AB T4V 1S6: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Investment Associate position is now open for candidates interested in the Event Management Jobs sector. This role in Camrose offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.
