Support Services Specialist - Investments at Kawartha Credit Union Ltd

Otonabee-South Monaghan, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

24 Aug, 26

Salary

1324.22

Posted On

26 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Product Advice, CRA Guidelines, Registered Products Administration, Financial Documentation, Customer Service, Organizational Skills, Sales Skills, Account Verification, T5/T4/NR4 Knowledge, FSCO Legislation, OSFI Legislation, Ticket System Management

Industry

Financial Services

Description

Support Services Specialist - Investments (Temporary, Full-time) Location: Peterborough, ON Hours: 37.5 hours per week, Monday to Friday Duration: Approximately September 2026 - November 2027 Rate of Pay: $900.47 - $1,324.22 per week (plus applicable benefits) Position Description: As a Support Services Specialist, you will: * As the Support Expert in relation to all Registered and Non-registered products: - Provide product/service recommendations and advice to Wealth Advisors - Act as an expert resource for training branch Staff and Managers on all investments products and participate in special projects as required - Provide Expert advice, documentation support and accurate processing according to FSCO and OSFI legislation for Wealth advisors - Provide advice, documentation support and accurate processing for specialty registered withdrawal i.e. homebuyers, transfer outs, marriage breakdown and bankruptcy monitoring - Manage, review and request discretionary approvals from DM’s and WM. - Daily Verification of account transactions completed by Staff for accuracy and completeness. - Advise and perform error corrections to/for Branch Staff, advising Managers if frequent issues are identified * Responsible for the setup, maintenance and administration of all Registered products files * Process registered transactions administered by back office * Responsible for overseeing and triaging support requests through Support Services ticket system * Responsible for the maintenance, support and administration of Class A and B Shares Qualifications: * High School Diploma or GED Equivalent * Post-secondary education with emphasis in accounting would be an asset * Two years’ experience in a related position. * Expert knowledge of CRA guidelines related to Registered products would be an asset * Expert knowledge of CRA guidelines related T5, T4’s and NR4’s would be an asset * Excellent customer service, organizational and sales skills * New employees are required to disclose their vaccination status as a condition of hire. If applicable, new employees must provide proof of vaccination status on or before their first day of work. At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know. If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!

Responsibilities

Acts as a subject matter expert for registered and non-registered investment products, providing advice to Wealth Advisors and training to staff. Responsible for the administration of registered product files, transaction verification, and managing support requests via a ticketing system.