[Hiring] Investment Support Representative @Kindred Credit Union

Role Description

The Kindred team is at the heart of our cooperative, bringing our values to life every day. 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.

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.

Key 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.

Qualifications

• 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.

Requirements

• Strong attention to detail and a commitment to accuracy.
• Dependable and collaborative team player.
• Clear communication skills to support others in delivering a seamless experience.
• Service-oriented mindset with pride in providing trustworthy support.

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.

Company Description

At Kindred, we value genuine connection. We don’t use AI to screen applications—every resume is reviewed by a real person. If selected, you’ll hear from a Kindred team member by phone, and when possible, we prefer to meet candidates in person. Kindred is committed to building an equitable, diverse, and inclusive workplace.