Investment Specialist

Raymore Credit Union  |  Raymore, Saskatchewan

Full time. On-Site. 

Build Financial Confidence. Strengthen Member Relationships. Grow Your Career.

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.  Every member interaction is an opportunity to build trust – and we’re looking for someone who brings that same heart to their work.

✨ The Opportunity ✨

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. This position offers an opportunity to build meaningful relationships, develop new business, and contribute to the overall growth of our wealth management portfolio.

What You’ll Do

Wealth Management & Financial Planning

• Build and maintain strong relationships with members through proactive financial planning and wealth management services.
• Conduct interviews and financial reviews to identify member goals, needs, opportunities, and challenges
• Develop personalized financial plans and recommend solutions including:

• Investment products
• Deposit products
• Estate planning services
• Trust services
• Mutual fund & insurance referrals
• Lending referrals

• Provide ongoing follow-up and portfolio reviews to ensure member objectives remain aligned with financial strategies.
• Open new accounts and ensure all required documentation and compliance requirements are completed accurately.
• Contact members regarding maturing investments and provide appropriate renewal recommendations.
• Assist with estate administration processes and meet with executors as required.

Business Development

• 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.
• Identify opportunities to deepen member relationships through effective needs-based conversations.
• Participate in achieving sales goals and supporting marketing initiatives.
• Foster business growth through exceptional service, product knowledge, and relationship management.

Compliance & Operational Excellence

• 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.
• Resolve complex member concerns and escalate issues when appropriate.
• Complete monthly activity and tracking reports.
• Participate in training initiatives and support cross-functional learning within the organization.
• Adhere to all security, privacy, fraud prevention, and risk management requirements.

Team & Organizational Support

• Contribute to a positive, collaborative, and respectful workplace culture.
• Support organizational initiatives and provide cross-functional assistance when required.
• Share knowledge and mentor team members through training and coaching opportunities.
• Participate in committees, projects, and special initiatives as assigned.

What You Bring

Qualifications

• Grade 12 diploma with post-secondary education, relevant industry experience, or an equivalent combination of education and experience.
• 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.
• Basic knowledge of mutual fund fundamentals; previous mutual fund sales experience is not required, but is considered an asset.

Skills & Attributes

• Outstanding relationship-building and member service skills.
• Strong communication, presentation, and business development skills.
• Ability to identify opportunities and recommend solutions tailored to member needs.
• High level of professionalism, integrity, and attention to detail.
• Strong organizational and time-management skills.
• Working knowledge of Microsoft 365 applications.
• Advanced understanding of compliance, fraud prevention, privacy requirements, and operational policies.

Why Raymore Credit Union? Ready to Grow With Us?

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.

Ready to Join Us?

If you’re excited to bring your skills to a place where people matter and your work makes a difference, we’d love to hear from you.  Apply in confidence today.

Applications should include:

• A cover letter outlining your interest in the role and relevant experience, OR a short video submission (up to 3 minutes) in lieu of a cover letter.
• A current resume

Application deadline: September 21, 2026.

Applications will be reviewed on a rolling basis, and interviews may begin prior to the closing date.  Raymore Credit Union reserves the right to hire prior to the application deadline should a suitable candidate be identified.

Raymore Credit Union thanks all applicants for their interest.  Only those selected for an interview will be contacted.

 

Apply today and help us build financial confidence — one member at a time.