In 2025, Prosperity Credit Union emerged as an economic force and community partner in rural Saskatchewan, born from the merger of three trusted credit unions: Cypress, Diamond North, and Prairie Centre. Built on a foundation of collaboration and community spirit, Prosperity Credit Union embodies the heart of rural Saskatchewan. With a deep understanding of the unique needs of our members, we are committed to delivering exceptional service and tailored financial solutions.
At Prosperity Credit Union, you'll find a workplace that values innovation, connection, and a shared commitment to enriching the lives of our members and communities. Join us in shaping the future of financial services in rural Saskatchewan while building a career you can truly take pride in.
Role and Responsibilities:
We are looking for a motivated and reliable individual to join our Wealth team as a Wealth Support Officer – Investments. Reporting to the Manager, Advisory Services, this administrative support position plays a key role in delivering seamless operational support for our Investment Advisors and ensuring an excellent experience for our members.
You will play a key role within the team by providing:
Comprehensive Administrative Support for our Investment Advisors:
Provide day-to-day administrative assistance to Investment Advisors, including preparing and organizing investment documents, managing appointment scheduling, coordinating follow-ups, and ensuring smooth operational workflows.
Record Management & Member File Maintenance:
Maintain timely and precise record-keeping of all investment-related activities. Ensure documentation aligns with regulatory and internal standards, and member files are current and compliant with internal and industry policies.
Regulatory Compliance:
Support compliance and audit readiness by ensuring all required investment documentation is complete, accurate, and properly stored. Maintain awareness of regulatory requirements relevant to investment services and contribute to a culture of compliance. Prepare investment reports, member summaries, and supporting documentation as needed.
Exceptional Member Service & Experience:
Deliver professional, courteous, and timely service to members by responding to inquiries, supporting investment-related needs, and ensuring a positive and experience throughout all interactions related to wealth services.
Qualifications:
- Experience in an administrative, financial services, or credit union environment.
- Strong organizational and time-management skills with the ability to manage multiple tasks effectively.
- High attention to detail and accuracy, especially when handling sensitive member and financial information.
- Excellent communication and interpersonal skills.
- Knowledge of investment processes, including mutual funds, GICs, or other retail investment products, or a willingness to learn.
- Proficiency with Microsoft Office Suite and comfort using financial systems and databases.
Perks and Benefits:
- Comprehensive benefits package
- Generous paid vacation and sick days to support employee health and well-being
- Collaborative work environment
- Generous matched pension plan
- Planned retirement for targeted management and specialist positions
- Paid days off for volunteering and professional development
- Professional development incentive program
- Preferred loan/deposit rates and service packages
- Relocation bonuses and reimbursement for eligible employees
- Staff and corporate events
Our Commitment to Inclusion:
Prosperity Credit Union is committed to inclusion, and we honor and celebrate everyone’s diverse experiences and perspectives. We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know if you need any accommodation so that you can bring your best self to the application process and beyond.
All candidates under consideration for employment must successfully undergo a criminal background check and credit assessment and obtain a fidelity bond to meet the qualifications for the position.
Job Types: Full-time, Permanent
Pay: $25.03-$31.28 per hour
Expected hours: 37.5 per week
Additional pay:
- Bonus pay
- Overtime pay
Benefits:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Tuition reimbursement
- Vision care
Flexible language requirement:
- French not required
Schedule:
- Day shift
- Monday to Friday
- No weekends
Application question(s):
- Are you willing to travel to provide coverage at other Prosperity branch locations?
Work Location: In person
Application deadline: 2025-06-23