Career Openings

The Opportunity

Reporting to the Chief Operations Officer, this position is responsible for the day-to-day delivery of wealth services; including portfolio management and mutual funds. This role will be responsible for providing exceptional service and developing meaningful relationships with our members. The successful candidate will also have responsibility for compliance, business development, teamwork, and delivering an exceptional member experience.

As a member of the Wealth Management team, the individual will work closely with Financial Services Officers and Member Services team to proactively identify our members’ changing needs and collaboratively develop financial solutions. This role is focused on making a meaningful difference in the financial well-being of our members. 

The Person

The successful candidate will be highly motivated, goal oriented, and have a strong attention to detail. You possess a strong work ethic and effective communication skills, along with a commitment to education and self-development. Training will be provided to the successful candidate to help them excel in this position. Enrollment and successful completion of the Canadian Securities Course is a requirement for this position. Knowledge and experience with a variety of investment products is preferred, but not mandatory. 

Build a Rewarding Career at Swan Valley Credit Union

At Swan Valley Credit Union, we offer the opportunity for career development in a friendly and engaging work environment. We also offer:

• Competitive salary and compensation structure
• Comprehensive group benefits
• Employer-matched pension plan
• Employer-paid professional development

If you thrive in a fast-paced team environment and take pride in making a difference, we want to hear from you! Interested candidates can submit a resume and cover letter by Friday, January 17, 2025 to: Roxanne Schneider, Chief Operations Officer. Ph: (204) 734-6837 or Email: roxanne.schneider@svcu.mb.ca

 Swan Valley Credit Union wishes to thank all applicants for their interest; however, only short-listed candidates will be contacted.