Investment Support Representative
About The Position
The Kindred team is at the heart of our cooperative, bringing our values to life everyday. In fact, they are woven into everything we do. More than financial professionals, we care deeply about our members, and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities. We are currently recruiting an Investment Support Representative to join our Investment Support team on a 12-month full time contract. This is an excellent opportunity to build specialized investment operations experience while contributing to a team that plays a critical role in supporting our members and advisors. Reporting to the Manager, Investment Support and Administration, in this role you will play an important behind-the-scenes role in helping Kindred members achieve their financial goals. As part of our Investment Support team, you'll provide administrative expertise that ensures registered and non-registered investment transactions are completed accurately, efficiently, and in compliance with regulatory requirements. Working closely with our Retail and Wealth teams, you'll support a wide variety of investment products while building specialized knowledge in registered plans, collaborating with team members across the organization, and delivering the exceptional service our members have come to expect.
Requirements
- You bring a strong attention to detail and a commitment to accuracy, ensuring every transaction is handled with care and integrity.
- You are a dependable and collaborative team player, communicating clearly and supporting others to deliver a seamless experience.
- With a service-oriented mindset, you take pride in providing trustworthy support and helping create a consistent, high-quality experience for both members and colleagues.
- Some post-secondary education in business, finance or a related field.
- 2-3 years of experience in financial services or an administrative role where accuracy, service, and attention to detail were essential.
- Knowledge of registered and non-registered investment products is an asset; we'll help you continue building your expertise
Responsibilities
- Process registered and non-registered investment transactions, including GIC renewals, transfers, RRIF conversions and other member requests.
- Provide administrative support and guidance to Retail and Wealth colleagues on investment products and registered plans.
- Review reports, validate information, and ensure transactions are completed accurately and within service standards.
- Investigate and resolve inquiries while delivering outstanding internal member service.
- Build expertise across a variety of registered plans including RRSPs, TFSAs, RESPs, RDSPs, FHSAs and Group RSPs.
- Contribute to continuous improvement by sharing knowledge, supporting teammates, and maintaining compliance with regulatory requirements.
Benefits
- Starting salary $49,000 - 53,000
- Performance based incentives (5%), tied to individual, team and organizational results
- Employer paid Group benefits plan with no waiting period
- Three weeks of vacation and generous paid time off provisions
- Career growth opportunities, training & development support
- Comprehensive staff benefits on financial products & services
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
