Investment Specialist

Position Name

Investment Specialist

Position Description

Williams Lake and District Credit Union has an exciting opportunity for an energetic, member-focused Investment Specialist to work out of the Williams Lake Branch.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three hour drive residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever can’t be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus.

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall Williams Lake offers an affordable lifestyle for the family or the young adventurer.

Qualifications Required

The Opportunity
Reporting to the Manager of Financial Planning internally and the Provincial Branch Manager of the Wealth Management Business partner externally, the ideal candidate will have at least three years’ experience as an advisory representative at a Canadian Financial Institution providing clients or members with investment and retirement planning products and solutions.

As the ideal candidate you will possess excellent communication skills, have a commitment to delivering outstanding service, hold a mutual fund license or be IIROC licensed and hold the RIS (Responsible Investment Specialist) designation.

If you are not currently licensed, you must be willing and able to acquire the necessary licensing within 3 months of hire date and it is expected that you will acquire a professional financial planning designation within 36 months of license date.

Investment Specialists are expected to work towards acquiring the Personal Financial Planning Designation (PFP) or the Certified Financial Planning Designation (CFP).

Please ensure that the Job Description is reviewed in its entirety prior to any expression of interest.

Job Reference Number

Investment Specialist

Closing Date

December 31, 2020

Job Location

Williams Lake

How to Apply

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, December 31, 2020 to:

Manager, Human Resources

Williams Lake and District Credit Union
139 North 3rd Avenue
Williams Lake, BC V2G 2A5
Fax: (250) 392 4361
E- mail:
Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

For more information on Williams Lake and District Credit Union, please visit our website at