Investment Services Support Representative

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.

You're invited to make a difference as a full-time Investment Services Support Representative in our Kitchener Head Office.

The investment support team serves Kindred with centralized administration relating to registered and non-registered investments. This role is responsible for completing registered and non-registered transactions and providing internal support for Retail and Wealth partners relating to administration of registered/non-registered plans and deposit accounts

Key Responsibilities

• Following excellent service standards while providing specialized support for investment team members for processing registered and non-registered investments.
• Builds own capabilities and completes cross training to support services across registered plans, including: RESP, RRSP, RRIF, RDSP, TFSA, FHSA, Investment Shares, Group RSP, and Locked Plans in a variety of jurisdictions.
• Prepares, completes, or reviews forms and documentation relating to investment accounts / transactions using a high degree of knowledge of policies and procedures.
• Completes assigned regular reporting requirements within deadlines, for Kindred, fund dealers, regulators, CRA, or other partners, ensuring completeness and accuracy.

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.

Plus, you bring your qualifications and experience:

• 3 years of related experience in financial services, including 1-2 years of administrative experience in registered and non-registered investments
• Solid understanding of registered and non-registered plans and products
• Strong keying skills with meticulous attention to detail and accuracy
• Knowledge of CRA and mutual fund dealer reporting requirements
• MFDA license or BCO would be an asset

Why Kindred

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. For many roles, we offer flexible and remote options that we can discuss with you.  

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. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

Our comprehensive total rewards package includes:

• Starting salary ranging from $42,500-$53,000
• Performance based incentives (5%), tied to individual, team and organizational results
• Group benefits plan & commitment to staff wellness
• Group Savings Plan with 5% employer matching
• Three weeks of vacation to start and generous paid time off provisions
• Career growth opportunities, training & development support
• Comprehensive staff benefits on financial products & services

RSVP   

Ready to choose Kindred? Visit us at 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.