Financial Services Officer

  • Rocky Mountain House
  • Rocky Credit Union

The Credit Union : Rocky Credit Union is the largest single branch Credit Union in Canada. Rocky Credit Union is committed to maintaining their high-level standard of member service. This is your opportunity to join a dynamic team of financial professionals in a vibrant organization. Rocky Credit Union is currently recruiting for a Financial Services Officer -18 Month Maternity Leave Contract position. There is a possibility for this contract to be extended.

The Position :

  • Support the existing internal Mutual Fund portfolio through ongoing sales and administrative support
  • Maintain up to date knowledge of registered product legislation
  • Completes and reviews mutual fund activities including new client accounts and trades and “know your client” forms to ensure regulatory compliance is met
  • Adherence to mutual funds compliance procedures; keeps current with changes in mutual fund regulations and compliance requirements
  • Process tax-deferral plan transactions, such as RRSP and RRIF deposits, withdrawals, and roll-overs; process transactions for LIFs, estates and solicitors’ term deposits; processes Registered Plans “estates”
  • Responds to inquiries on RRSPs, RESPs, LIFs, term deposits, RRIFs and group RRSPs; investigates and resolves errors or discrepancies; handles routine problems
  • Maintains related records and files; balances and reconciles assigned general ledger accounts; investigates and resolves discrepancies

The Person :

  • Experience with Investments, RRSP, RESP’s LIFS and Estates
  • Mutual funds license is an asset
  • Related post-secondary education
  • Requires an understanding of investments and financial planning
  • Time management and detailed oriented

Compensation :

  • Salary commensurate with experience and in accordance with Rocky Credit Rewards & Motivation program.
  • Comprehensive benefits package.

Job Types : Full-time, Fixed term contract Contract length: 20 months

Pay: $29.00-$31.00 per hour

Additional pay:

  • Bonus pay

Flexible language requirement:

  • French not required

Schedule:

  • 8 hour shift

Ability to commute/relocate:

  • Rocky Mountain House, AB T4T 1C1: reliably commute or plan to relocate before starting work (required)

Experience :

  • Investment, RRSP, RESP, LIFS and Estates: 4 years (preferred)

Work Location: In person

Application deadline: 2023-03-06 Expected start date: 2024-11-01