Talent.com
Christian Credit Union
Wealth Associate - Full-time/Permanent - EdmontonChristian Credit Union • Edmonton, Division No. 11, Canada
Wealth Associate - Full-time/Permanent - Edmonton

Wealth Associate - Full-time/Permanent - Edmonton

Christian Credit Union • Edmonton, Division No. 11, Canada
8 days ago
Salary
CA$48,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description

Wealth Associate - Full-time/Permanent - Edmonton

Do you feel called to contribute to the building of Christ’s Kingdom work through the execution of the vision and mission of Christian Credit Union? Christian Credit Union is a financial services organization that encourages biblical stewardship and offers a comprehensive range of financial services. We are principled and benefit our members with competitive rates and profit sharing while supporting Christian organizations and providing resources to make a difference in the world.

We are seeking a full-time permanent Wealth Associate to join our Wealth Management team. This position supports the Wealth Management team and members by performing a variety of member service, administrative, and analytical functions. The Wealth Associate is entrusted with various day-to-day administrative support activities, working directly with members, and collaborating with partners and credit union colleagues to deliver best in class service to our members.

KEY RESPONSIBILITIES:

  • Delivers administrative support for the Wealth Management team, including preparation of member communication packages, seminar coordination, and maintenance of filing systems.
  • Responds to member inquiries, provides investment information and executes routine member transactions such as opening investment accounts, renewing term deposits, processing mutual fund trades, fund transfers, and updates to member profiles.
  • Manages account administration for registered/non-registered products ensuring accuracy in documentation and compliance.
  • Serves as the primary contact for Group RRSP administrators.
  • Oversees the management of the Concentra RESP program.
  • Maintains files, records and documentation as required by regulatory authorities. Assists in the distribution, maintenance, verification, completion, follow up and filing of financial planning records and reports.
  • In the absence of the Mutual Fund Investment Specialist, is the primary point of contact for members within that portfolio segment.

SKILLS AND ATTRIBUTES:

  • Demonstrates Christian character including a desire to promote biblical financial stewardship.
  • Possesses our core values of humble, hungry, and people smart.
  • Develops and maintains a thorough knowledge of applicable credit union policies, products, and government legislation, pertaining to tax-deferred plans, investments, and mutual funds.
  • Detail oriented with strong analytical and critical thinking skills.
  • Demonstrates relationship building and delivers exceptional member experience.
  • Self managed with excellent interpersonal, verbal and written communication skills.
  • Able to elevate and seek direction for workload constraints in a timely manner.
  • In the absence of the Mutual Fund Investment Specialist, is the primary point of contact for members within that portfolio segment.

REQUIREMENTS:

  • High School Diploma required; Finance Diploma preferred.
  • Minimum 1-3 years of experience in a financial institution or investment firm or an equivalent combination of experience/education. Experience with life insurance is considered an asset.
  • Successful completion of Investment Funds in Canada designation or willingness to complete.
  • Proficient in MS Office Suite.
  • Functional knowledge of Maximizer / Salesforce CRM and industry specific programs such as DataPhile are considered assets.

THE COMPENSATION:

A competitive salary range of $48,000 - $60,000 per annum commensurate with experience along with benefits package, deposit and loan programs are all reasons to consider Christian Credit Union for your career.

Closing Date: Open until a suitable candidate has been selected.

Edmonton, AB T5L 4Z2

Christian Credit Union is committed to providing accommodations for people with disabilities. If you require accommodation during the application process or selection process, please advise in your cover letter.

#J-18808-Ljbffr
Create a job alert for this search

Wealth Associate - Full-time/Permanent - Edmonton • Edmonton, Division No. 11, Canada

Similar jobs

Wealth Associate (On-Site)

NATIONAL BANK OF CANADAEdmonton, Alberta
Full-time +2

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more

 • Promoted

Wealth Associate

National Bank of CanadaEdmonton, Division No. 11, CA
Full-time

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more

 • Promoted

Regional Sales Associate, Investments and Insurance

Empire LifeEdmonton, Division No. 11, CA
Permanent +1

Regional Sales Associate, Investments and Insurance.Remote in Canada (Western Hours).The total target compensation (TTC) range, including salary and target bonus, is $81,000 - $114,750.This TTC ran... Show more

 • Promoted

Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Edmonton, Division No. 11, CA
Full-time

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make.Join one of Canada's largest independent and privately held discretionary investment managers a... Show more

 • Promoted

Associate, Wealth Mgnt/PCA - Edmonton

ROSSEdmonton, Division No. 11, CA
Full-time

Become a Big 4 Tax Professional.Associate, Wealth Management/Private Client Advisors (PCA).Our client is one of Canada’s leading professional services firms who provide audit, tax, consulting and f... Show more

 • Promoted

Remote Private Wealth Advisor - Uncapped Earnings

TalentSphere Staffing SolutionsEdmonton, Division No. 11, CA
Remote
Full-time

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary.This role focuses on asset gathering from warm leads, allowing you to maximize your sales potent... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialEdmonton, Division No. 11, CA
Permanent

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more

 • Promoted

Insurance Advisor Life, Health & Wealth

RBC InsuranceEdmonton, Division No. 11, Canada
Full-time

We are looking for self‑motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provid... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsEdmonton, Division No. 11, Canada
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Wealth Operations & Client Support Associate

Banque Nationale du CanadaEdmonton, Division No. 11, CA
Full-time

A prominent financial institution in Canada is seeking a Wealth Associate to support investment advisors and enhance customer service.Candidates must have a college diploma, relevant experience, an... Show more

 • Promoted

Associate

ColliersEdmonton, Division No. 11, CA
Full-time

As one of Canada’s leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.A career at Colliers gives you the oppo... Show more

 • Promoted

TD Canada Trust Customer Experience Associate

TD BankBeaumont, AB, CA
Part-time

Enhance customer interactions as a part-time Customer Experience Associate at TD Canada Trust in Beaumont, Alberta.Drive success through accurate transactions and exceptional service delivery.In th... Show more

 • Promoted

Remote Wealth Advisor & Financial Planner

Fidelity CanadaEdmonton, Division No. 11, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCEdmonton, Division No. 11, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Remote Regional Financial Advisor - Atlantic Canada

CU Financial ManagementEdmonton, Division No. 11, CA
Remote
Full-time

A financial services company in Atlantic Canada is seeking a passionate Regional Financial Advisor to provide virtual financial guidance.As part of the CU Wealth Essentials team, you will support m... Show more

 • Promoted

Wealth Associate (On-Site)

National BankEdmonton, Alberta
Full-time +2

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more

 • Promoted

Remote Investment Advisor for AI-Driven Wealth Planning

MercorEdmonton, Division No. 11, CA
Remote
Part-time

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaEdmonton, Division No. 11, CA
Full-time

Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ... Show more

 • Promoted

Personal Banking Associate- Fixed Term Contract Ends July 31, 2027

TD BankEdmonton, Division No. 11, CA
Temporary

Associé, Services bancaires personnelsPostulerremote type: Sur placelocations: Edmonton, Albertatime type: Temps pleinposted on: Publié hiertime left to apply: Date de fin : 1 juillet 202... Show more

 • Promoted

VP, Annual Giving & Volunteer Impact

crawfordconnectEdmonton, Division No. 11, CA
Full-time

A national nonprofit organization is seeking a VP for Annual Giving & Volunteer Development to lead fundraising initiatives and manage volunteer hubs across Canada.The ideal candidate will have ext... Show more