HMECU Job Board
Investment Funds Representative
Description
Position Vacancy
Job Title: Investment Fund Representative
Job Status: Regular Full -Time – One (1) Existing Vacancy
Primary Location: Limeridge Branch
Introduction
Are you passionate about helping people build their financial future? Do you enjoy developing meaningful relationships and guiding members toward both their short-term needs and long-term goals? Whether you’re an experienced Investment Funds Representative or looking to grow into the role, Healthcare & Municipal Employees’ Credit Union (HMECU) welcomes individuals who bring energy, curiosity, and a commitment to member success.
Company
HMECU has been serving our healthcare, municipal, fire and police community for over 90 years! We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.
Our Purpose
We care for the financial needs and wellbeing of our members so you can focus on what matters most.
Job Purpose & Summary
The Investment Fund Representative is a wealth advisory role focused on building and managing member relationships while supporting portfolio growth through mutual fund sales and investment guidance. The role emphasizes proactive outreach, networking, and community engagement to identify opportunities and build trust with members. The successful candidate will manage a developing portfolio and provide investment recommendations while supporting members with their investment needs.
In addition to investment guidance, the role introduces members to foundational financial planning concepts such as goal setting, risk tolerance, time horizon, and basic portfolio alignment to support their long-term financial wellbeing. This position offers strong mentorship and professional development opportunities and serves as a pipeline role within the Wealth Department, supporting the development of advisory, planning, and relationship management capabilities for long-term career progression at HMECU.
Skill Requirements
Required Experience:
- 1–3 years’ experience in financial services, sales, or a client-facing role (wealth experience not mandatory)
- Post-secondary education in Business, Finance, or a related field, or equivalent work experience
- Mutual Fund accreditation and licensing (required)
- Demonstrated interest in pursuing additional licensing (including insurance)
- Strong networking, relationship-building, and communication skills
- Entrepreneurial mindset with a desire to grow a book of business
- Ability to explain financial concepts clearly and support basic financial planning discussions with members
- Proficiency in MS Office (Word, Excel, Outlook)
- Prior banking or credit union experience considered an asset
- Must be bondable
What you’d be doing:
Under the supervision of the Wealth Supervisor, the duties and responsibilities of the Investment Funds Representative include, but are not limited to, the following:
Member Relationship Management
- Build and develop a growing portfolio of member relationships through proactive outreach and networking
- Conduct financial needs assessments and risk profiling for current and prospective members
- Conduct regular portfolio reviews and maintain consistent member contact to ensure investments remain aligned with member objectives
- Engage members in foundational financial planning discussions focused on goals, timelines, and long-term financial priorities
Investment Advice & Financial Planning
- Provide investment advice focused primarily on mutual funds
- Identify opportunities to introduce additional financial planning discussions such as retirement preparation, protection needs, and long-term savings strategies
- Collaborate with senior advisors or internal specialists when more complex planning needs are identified
Business Development & Community Engagement
- Actively pursue new business opportunities through referrals, follow-ups, and community engagement
- Represent HMECU at community and employer group events to expand visibility and generate leads
- Identify cross-selling opportunities across HMECU products and services
Team Collaboration & Professional Development
- Collaborate with branch staff to deliver a seamless member experience
- Participate in internal training and development initiatives to expand product knowledge and advisory capabilities
- Work toward obtaining additional licensing (including insurance) to broaden service offerings and advice capabilities
Other Duties and Responsibilities as may be assigned
Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made.
Job Type: Full - time
Primary Location: Limeridge Branch
Hours of Work: 35 hours per week
Benefits: YES. At HMECU we offer a very comprehensive Benefits Package. 100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.
Pension: 7% Employer Contribution to our Defined Contribution Pension Plan
Compensation: Band 1 - $44,900.00 - $67,400.00
Other Compensation: Revenue Based Compensation following probationary period