Build a rewarding career with Steinbach Credit Union

Steinbach Credit Union (SCU) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $11 billion in assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.

Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.

An exciting opportunity awaits

As a Mutual Fund Associate, you will assist the mutual fund Wealth Advisor's with delivering exceptional member service through day-to-day monitoring, maintenance and follow up of financial accounts, ensuring compliance with mutual fund-centered investment legislation, policies, and procedures.

Specific Responsibilities:

- Support mutual fund Wealth Advisor's by maintaining appointment preparation, preparing correspondence, and processing documents associated with the sale of financial products and investment transactions

- Respond to member inquiries related to investment products/services and resolve member questions and concerns wherever possible, referring more complex issues to the Wealth Advisor or Manager, Investment Administration

- Follow-up on member documentation and/or transactions for proper maintenance of accounts

- Execute member requests for balances, account updates, and account closures

- Liaise with staff, other financial institutions, and/or other third parties for information sharing and/or information exchange

- Review applications and all applicable documentation for recent accounts, updates to accounts,



or transfers; identify inaccuracies and/or omissions, ensure compliance with relevant legislation and follow-up as required

- Process transactions for members, ensuring exceptional accuracy and efficiency at all times

- Generate, review, and distribute activity report

- Update and maintain reports for tracking and record-keeping

- Maintain manual documents and digital files/records accurately and efficiently

- Maintain thorough knowledge of and adhere to policies and procedures associated with the credit union, Aviso Wealth, and the Canadian Investment Regulatory Organization (CIRO)

- Support, provide back-up relief, and/or train colleagues to develop and maintain a strong team dynamic

- Refer potential sales opportunities to the Wealth Advisor's or other specialists within the credit union

Qualifications:

- Grade 12 diploma plus completion of the Investment Funds in Canada (IFC) or equivalent course (or willingness to complete), plus 1 to 3 years of job related experience, or an equivalent combination of education and experience

- Requires lifting (related to filing) on occasion (up to 20 pounds)

- Business acumen

- Basic understanding of investment strategies

- Working knowledge of investment-related regulatory environments

- Software proficiency (Dataphile, Excel)

Accessibility and inclusivity

We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.

Closing Date: August 23, 2026

We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.

📌 Mutual Fund Associate (Winnipeg)
🏢 Steinbach Credit Union
📍 Winnipeg