The Kindred team is at the heart of our cooperative, bringing our values to life everyday. In fact, they are woven into everything we do. More than financial professionals, we care deeply about our members, and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities.
We are currently recruiting an Investment Support Representative to join our Investment Support team on a 12-month full time contract. This is an excellent opportunity to build specialized investment operations experience while contributing to a team that plays a critical role in supporting our members and advisors.
Reporting to the Manager, Investment Support and Administration, in this role you will play an important behind-the-scenes role in helping Kindred members achieve their financial goals. As part of our Investment Support team, you'll provide administrative expertise that ensures registered and non-registered investment transactions are completed accurately, efficiently, and in compliance with regulatory requirements. Working closely with our Retail and Wealth teams, you'll support a wide variety of investment products while building specialized knowledge in registered plans, collaborating with team members across the organization, and delivering the exceptional service our members have come to expect.
Key Responsibilities
- Process registered and non-registered investment transactions, including GIC renewals, transfers, RRIF conversions and other member requests.
- Provide administrative support and guidance to Retail and Wealth colleagues on investment products and registered plans.
- Review reports, validate information, and ensure transactions are completed accurately and within service standards.
- Investigate and resolve inquiries while delivering outstanding internal member service.
- Build expertise across a variety of registered plans including RRSPs, TFSAs, RESPs, RDSPs, FHSAs and Group RSPs.
- Contribute to continuous improvement by sharing knowledge, supporting teammates, and maintaining compliance with regulatory requirements.
What to bring
You bring a strong attention to detail and a commitment to accuracy, ensuring every transaction is handled with care and integrity. You are a dependable and collaborative team player, communicating clearly and supporting others to deliver a seamless experience. With a service-oriented mindset, you take pride in providing trustworthy support and helping create a consistent, high-quality experience for both members and colleagues.
You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues.
Plus, you bring your qualifications and experience:
- Some post-secondary education in business, finance or a related field.
- 2-3 years of experience in financial services or an administrative role where accuracy, service, and attention to detail were essential.
- Knowledge of registered and non-registered investment products is an asset; we'll help you continue building your expertise
Why Kindred
We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. For many roles, we offer flexible and remote options that we can discuss with you. And of course, your total rewards package includes competitive cash compensation plus an array of wellness benefits and financial products and services at preferred rates for employees.
Our comprehensive total rewards package includes:
- Starting salary $49,000 - 53,000
- Performance based incentives (5%), tied to individual, team and organizational results
- Employer paid Group benefits plan with no waiting period
- Three weeks of vacation and generous paid time off provisions
- Career growth opportunities, training & development support
- Comprehensive staff benefits on financial products & services
When you choose Kindred to further your career, you’re joining an engaged workforce at a certified (https://www.bcorporation.net/en-us/) that is committed to using business as a force for good™ and acting as an advocate for a Living Wage (https://www.ontariolivingwage.ca/living_wage_by_region).
RSVP
Ready to choose Kindred? Visit us at www.kindredcu.com/careers (http://www.kindredcu.com/careers) to learn more about why people enjoy working with us and what we offer. Please apply with your resume. We look forward to connecting with you!
At Kindred, we value genuine connection. We don’t use AI to screen applications—every resume is reviewed by a real person. If selected, you’ll hear from a Kindred team member by phone, and when possible, we prefer to meet candidates in person. If you choose to use AI to support your application materials, we encourage you to ensure your own voice and personality still come through. Kindred will acknowledge all applications received and advise all candidates when the position is filled.
As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.
