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Remote Investment Specialist Mutual Funds & Planning
Remote / Online - Candidates ideally in
MB, Canada
Listed on 2026-01-19
MB, Canada
Listing for:
Access Credit Union Limited
Remote/Work from Home
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading credit union in Manitoba seeks a Virtual Investment Specialist to manage a wealth management portfolio, providing exceptional service to members. The role includes retaining existing relationships and fostering new ones, alongside providing basic investment strategies. Candidates must hold a valid Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) certification. This remote role requires you to reside in Manitoba, ensuring a community-focused approach in delivering financial solutions and services.
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