Job Posting Details

Investment Specialist, Williams Lake and District Credit Union

Location:Williams Lake, British Columbia
Posting Date:December 4, 2018
Closing Date:until filled
Competition:WL INV SP 12042018
Employment Type:Full-time / Part-time

Investment Specialist

Williams Lake Branch

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. This position could be full- or part-time depending on the applicant.

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.

The Opportunity

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 will also 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.

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:

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