Investment Officer

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