05 Sep
|
Accesscu
|
Manitoba
Access Credit Union is seeking an Investment Specialist I to grow the wealth management portfolio by serving existing and potential members with mutual fund products and basic planning services. The role focuses on traditional investors and refers larger accounts to the Wealth Advisor.
The position emphasizes building trusted relationships within the branch network and community, offering guidance on retirement, education, and risk management while adhering to policies and privacy standards.
J-18808-Ljbffr
📌 Wealth & Investment Specialist I Manitoba
🏢 Accesscu
📍 Manitoba