Investment Specialist

Position Name

Investment Specialist, full or part time depending on applicant

Position Description

Williams Lake and District Credit Union’s has an exciting opportunity for an energetic, member-focused Investment Specialist to work out of the Williams Lake Branch. This position could be full- or part-time depending on the applicant.

Qualifications Required

Reporting to the Manager, Financial Planning, the ideal candidate will have at least three years’ experience in a financial institution as an account manager or as an associate with experience in the sale of basic investment and retirement planning products and solutions.

You also will possess excellent communication skills, a commitment to delivering outstanding service, hold a mutual fund license and be effective in building strong member relationships.

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

Job Reference Number

Investment Specialist

Closing Date

December 21, 2018

Job Location

Williams Lake Branch

How to Apply

Interested applicants may submit a resume and cover letter, in confidence by, December 21, 2018 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: resume@wldcu.com


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 www.wldcu.com.