Job Description
Build a rewarding career with Steinbach Credit Union
Steinbach Credit Union (SCU) is one of Manitoba’s 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 member’s individual needs.
Our member-centric 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 our website.
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 day-to-day monitoring, maintenance and follow up of financial accounts, ensuring compliance with mutual fund-centered 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
Follow-up 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 follow-up 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 record-keeping
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 back-up 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 investment-related regulatory environments
Software 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 we’ll 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.
Steinbach Credit Union (SCU) is one of Manitoba’s 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 member’s individual needs.
Our member-centric 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 our website.
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 day-to-day monitoring, maintenance and follow up of financial accounts, ensuring compliance with mutual fund-centered 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
Follow-up 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 follow-up 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 record-keeping
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 back-up 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 investment-related regulatory environments
Software 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 we’ll 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.
💡 Quick Summary
Seeking a career-building opportunity? The Mutual Fund Associate position is now open for candidates interested in the Bank Jobs sector. This role in Winnipeg 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 Bank Jobs is a plus.