Investment Officer

FI3 Financial Officer 3

Regular/full-time

Public Service Delivery

Public Guardian and Trustee, Consumer Protection

Winnipeg MB

Advertisement Number: 45728

Salary(s):   FI3 $72,702.00 - $89,459.00 per year

Closing Date:   November 24, 2026

The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities, languages and perspectives drives a high standard of service and innovation. The Manitoba government supports equitable employment practices and promotes representation of designated groups (women, Indigenous people, persons with disabilities, visible minorities).

Employment Equity is a factor in selection for this competition. Consideration will be given to women, Indigenous people, visible minorities and persons with disabilities.

An eligibility list may be created for similar positions and will remain in effect for 6 months.

Candidates who do not meet all essential criteria may be considered on an underfill basis at a commensurate rate of pay.

The Department of Public Service Delivery is looking for a qualified candidate to fill the position of Investment Officer within the Public Guardian and Trustee.

To be considered for this competition you must submit an application form and resume. See below for further instructions.

Click here to access the application form. 

Duties:
The Investment Officer over sees financial and risk management of client accounts with or requiring segregated investments, on a scheduled basis, for the purpose of setting clients’ financial and investment objectives and managing the investments to achieve those objectives.  The Investment Officer consults with Case Managers and Estates and Trusts Officers on financial and investment matters including but not limited to pension plans, life insurance products, annuities, specialized government programs, Registered Disability Savings Plan (RDSP), Tax Free Savings Account (TFSA), Registered Education Savings Plan (RESP), registered and non-registered investment assets (mutual funds, stocks, precious metals, term deposits, bonds) and all other investment matters pertaining to clients of the Public Guardian and Trustee.

Why Work For Manitoba Government?
The Manitoba government values its employees, recognizing the important role that each person plays in delivering exceptional services, programs and support to the province. Your important contributions are recognized with a comprehensive package of benefits, including an attractive salary, pension plan, health and wellness benefits, and other supports to encourage work-life balance.
 
Financial Security

• Attractive salaries
• Defined pension plan
• Life insurance coverage
• Long-Term Disability Plan 

 
Benefit Plan

• Employer paid health care benefits including health, dental and vision
• Extended health care for services such as physiotherapy, chiropractor, massages, acupuncture and more
• Annual health spending account for eligible employees 

 
Commitment to Health and Wellness

• Employee and Family Assistance Program
• Paid time-off including sick leave, wellness days and family related leave days
• Flexible work arrangements for eligible positions
• Generous vacation entitlements, increasing with years of service
• Parental, maternity, and adoptive leave options

 
Professional Growth & Development
We want our employees to thrive and grow, and are committing to investing in their development. We offer multiple avenues of support such as inhouse training, educational assistance and leadership development programs to help achieve these goals.  
 
Organizational Culture and Values 
The Manitoba government is committed to a work environment and culture that values and recognizes every employee. When we look at Manitoba’s Public Service, we see a reflection of Manitoba’s diversity. We come from differing educational, cultural, and ethnic backgrounds and work in a wide array of jobs across the province, we are all public servants.
 
Impact on Manitoba’s Future
By working for Manitoba’s Public Service, you have the unique opportunity to use your time to serve the land, communities, and the people of Manitoba. You can leave a lasting mark that will impact both current and future generations.

Qualifications:
Essential:

• Extensive experience creating financial and investment plans for individuals. 
• Extensive experience providing advice on investment products and pension plans.
• Strong understanding of various government programs such as TFSA, RDSP, RESP, OAS/GIS, CPP, Canada Disability Benefit.
• Experience advising on life insurance products.
• Experience advising on lending products.
• Experience in a leadership role, including policy development and staff supervision. 
• Strong analytical, decision-making, and attention-to-detail skills. 
• Strong interpersonal skills with the ability to work independently and collaboratively while developing effective stakeholder relationships. 
• Excellent verbal, and written communication skills. 
• Proficiency with Microsoft Office Suite applications, particularly Excel. 

Desired:

• Knowledge in the areas of income tax as it relates to investments.
• Experience with trust accounting.

Conditions of Employment:

• Must be legally entitled to work in Canada

• Must hold a Certified Financial Planner certification in good standing
• Must have a satisfactory Criminal Record Search
• Must have a satisfactory Adult Abuse Registry Check
• Must have a satisfactory Child Abuse Registry Check

Apply to:

WHEN APPLYING TO THIS POSITION, PLEASE INDICATE THE ADVERTISEMENT NUMBER AND POSITION TITLE IN THE SUBJECT LINE AND/OR BODY OF YOUR EMAIL.

Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process. When applying to this position, please indicate the advertisement number and position title in the subject line and/or body of your email. Your cover letter, resumé and/or application must clearly indicate how you meet the qualifications.

Please be advised that job competitions for represented positions may be grieved by internal represented applicants. Should a selection grievance be filed, information from the competition file will be provided to the grievor's representative. Personal information irrelevant to the grievance and other information protected under legislation will be redacted.

We thank all who apply and advise that only those selected for further consideration will be contacted.

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