Employment Type: Full-time Investment Specialist Raymore Credit Union | Raymore, Saskatchewan Full time. On-Site.

Raymore Credit

Union isn’t just a financial institution — we’re a cornerstone of our community. We believe in people helping people, in strengthening rural Saskatchewan, and in building financial confidence for every member who walks through our doors. We are seeking an experienced and service-focused Investment Specialist to join our team.

In this role, you will work closely with members to understand their financial goals and provide personalized investment, financial planning, estate planning, and wealth management solutions. The successful candidate will be passionate about helping members achieve long-term financial success, while delivering exceptional service and promoting a full range of credit union products and services. Build and maintain strong relationships with members through proactive financial planning and wealth management services.

Develop personalized financial plans and recommend solutions including: Open recent accounts and ensure all required documentation and compliance requirements are completed accurately. Contact members regarding maturing investments and provide appropriate renewal recommendations. Develop new business opportunities through referrals, networking, seminars, community engagement, and proactive outreach.

Promote the full range of products and services available through the credit union.



Ensure all investment and wealth management activities comply with applicable legislation, regulations, policies, and procedures. Maintain current knowledge of products, industry trends, compliance requirements, and regulatory changes.

Participate in training initiatives and support cross-functional learning within the organization. Adhere to all security, privacy, fraud prevention, and risk management requirements. Share knowledge and mentor team members through training and coaching opportunities.

Participate in committees, projects, and special initiatives as assigned. 4 to 6 years of experience in investment sales, deposit administration, financial services, or a related role. ~ Advanced understanding of investment products, government and regulatory requirements, as well as compliance standards within the financial services sector. ~ previous mutual fund sales experience is not required, but is considered an asset. Outstanding relationship-building and member service skills. Working knowledge of Microsoft 365 applications.

Advanced understanding of compliance, fraud prevention, privacy requirements, and operational policies.

Why Raymore Credit

Union? At our credit union, we are committed to helping our members achieve financial well-being while creating an environment where employees can grow, contribute, and make a meaningful impact. You’ll be part of a collaborative team dedicated to exceptional member service, community involvement, and long-term success. #

📌 Senior Investment Analyst - Financials Sector (Raymore)
🏢 Credit Union Central of Manitoba
📍 Raymore