[Remote] Virtual Investment Specialist (Full Time, Permanent) Remote within Manitoba

Note: The job is a remote job and is open to candidates in USA. Access Credit Union is one of Manitoba's Top Employers, fostering a professional and innovative work environment. The Virtual Investment Specialist is responsible for managing and growing a wealth management portfolio by providing exceptional service to members and driving growth through the sale of mutual fund products and basic planning services. Responsibilities Oversee small account platform by managing assigned mutual fund portfolio Proactively work to retain and expand existing member relationships while pursuing new sources of business Provide basic financial and investment solutions for new and existing Credit Union members Operate as the primary contact for assigned members, managing the relationship on behalf of the credit union to ensure all members’ needs are met Identify holistic member needs/goals and refer identified non-mutual fund sales and service opportunities to the appropriate Credit Union experts Provide members with basic planning strategies, including but not limited to retirement, education, asset allocation and risk management Work in close collaboration with the consumer branch network to establish trusted internal relationships to foster a steady stream of referrals Actively take part in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success Build the Credit Union’s profile in the community as a professional provider of wealth management products, services, and expertise Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security, and fraud prevention Maintain thorough knowledge of and adhere to Credential Asset Management policies and procedures as outlined in the CAM compliance manual Skills Valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) Newly licensed with financial services experienced Must be able to license in good standing Strong interpersonal and communication skills, both verbal and written Ability to motivate others and work within a dedicated team environment Attention to detail with high degree of accuracy Ability to work in a fast-paced environment and perform well under pressure Ability to prioritize using sound judgement to make timely and effective decisions Thorough understanding of a variety of investment products and services including mutual funds, term deposits, and registered investment products Basic understanding of financial planning concepts Ability to follow standardized policies and procedures Knowledge of risk management within the financial industry Proficient computer skills Benefits 100% company paid health benefits Employer-matched pension plan Continuing education Career advancement opportunities Company Overview Access Credit Union is a Canadian credit union that provides daily banking, loans & mortgages and investment services. It was founded in 1940, and is headquartered in Winkler, Manitoba, CAN, with a workforce of 1001-5000 employees. Its website is