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 – Mutual Funds. Reporting to the Manager, Wealth Services, this administrative support position plays a key role in delivering seamless back-end support for our Wealth Specialists and ensuring an excellent experience for our members.
Play a key role within the team as you provide:
Comprehensive Administrative Support for our Wealth Specialists:
Provide day-to-day administrative assistance to Wealth Specialists, including preparing and organizing documents, managing appointment scheduling, coordinating follow-ups, and ensuring smooth operational workflows.
Record Management & Member File Maintenance:
Maintain timely and precise record-keeping. Ensure all investment-related activities are documented in alignment with regulatory and internal standards. Maintain accurate and compliant member records by updating files regularly and adhering to MFDA and internal compliance requirements.
Regulatory Compliance:
Assist in audits and ensure all required documentation is complete and properly stored.
Reporting, Documentation & Internal Liaison:
Prepare member reports, investment summaries, and related documentation as needed. Act as a key point of contact for internal teams regarding mutual fund processes, providing timely and helpful responses to inquiries.
Exceptional Member Service & Experience:
Deliver professional, courteous, and timely service to members by responding to inquiries, supporting related needs, and ensuring a positive 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 prioritize tasks effectively.
- High attention to detail and accuracy, especially when handling sensitive member and financial information.
- Excellent communication and interpersonal skills.
- A working knowledge of mutual fund operations or willingness to learn.
- Proficiency with Microsoft Office Suite and comfort with 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 courses
- Professional development incentive program
- Preferred loan/deposit rates and service packages
- Relocation bonuses and reimbursement for eligible employees
- Staff and corporate events
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 events
- 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:
- 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
