Accounts executive • lasalle on
Avanti Wealth is a locally owned leading Wealth Management provider.Avanti Wealth is looking for a self-motivated Wealth Coordinator with superior communication skills who is looking to be an integ... Show more
HUB continues to experience explosive growth and is seeking a dynamic Leader to join our Personal Insurance Leadership Team.This is an ideal role for a strong people leader with Personal Lines Insu... Show more
Brandt Tractor Ltd is currently seeking a Territory Manager for our Windsor location.The Territory Manager – Construction and Forestry role is vital in the creation, fostering, and growing of... Show more
The National Customer Care Manager will empower employees to provide service to others and work collaboratively, internally and externally, and independently with the ability to make decisions.The ... Show more
Maverick Currencies is a proprietary trading firm that has been funding and developing traders since 1997.We provide capital, structured training, and ongoing mentorship — so you trade our mo... Show more
Come join us and become part of the greatest growth story to ever be told in the fitness industry.Crunch is a gym that believes in making serious fitness fun by fusing fitness and entertainment whi... Show more
Discover a career that connects purpose with possibility.At the City of Windsor, our employees thrive in a collaborative environment that values organizational excellence, community impact, and off... Show more
The Account Executive is responsible to:.Lead a go-to-market strategy in order to further develop an assigned database, prospect and convert new relationships and maximize lead generation;.Comfort ... Show more
Risk and Governance Coordinator.Location: Windsor, ON (Hybrid).Reporting to the Manager, Risk and Governance, the successful applicant will be responsible for providing support to the Manager, Risk... Show more
Coke Canada Bottling is Canada’s Local Bottler.Shift/Hours – Monday-Friday, Days / part-time .Initial Posting Close Date – August 2, 2026 .Proudly independent, we are a Canadian, family-owned busin... Show more
Our client, an established manufacturer located in Windsor, Ontario required a Machine Builder / Automated Equipment.Report directly to the manager.Responsible for all aspects of assembly of automa... Show more
Planning, executing, and tracking campaigns across various channels, including social media, email, and web.Key duties include developing promotional materials, conducting market research, analyzin... Show more
For more than a century, Electrozad has been Ontario’s trusted electrical distributor—delivering reliable products, services and solutions for commercial, industrial, and contractor applications.Ce... Show more
Seeking a highly organized, self-motivated Executive Assistant to support our CEO and CFO while managing daily office operations.The ideal candidate is a professional communicator who thrives in a ... Show more
Founded in 1966, Masters Insurance has grown into one of Ontario's largest and most trusted independent brokerages.We specialize in tailored insurance and surety solutions for the construction indu... Show more
Full-time, direct hire position.Benefits available after successful completion of probationary period.Reporting directly to the Controller, the Accounts Receivable Clerk is responsible for the foll... Show more
Business Development Representative.Our client is seeking a motivated sales professional to help expand its customer base across North America.In this role, you'll focus on identifying new business... Show more
On-site initially, with the opportunity to transition to a hybrid/remote schedule based on performance and business needs.A well-established construction and real estate development organization is... Show more
Handles the day-to-day administrative, clerical, and member-service operations of the union office.Acting as the first point of contact for members, answering phone calls, responding to emails, and... Show more
Avanti Wealth is a locally owned leading Wealth Management provider. Avanti Wealth is looking for a self-motivated Wealth Coordinator with superior communication skills who is looking to be an integral part of our growing team.
Wealth Coordinator
As a Wealth Coordinator, you will provide support to Avanti Wealth Advisors and will perform a variety of administrative duties related to wealth management services.
In summary, the Wealth Coordinator will:
· Provide support to the Wealth Consultants by setting and preparing for member appointments, handling member requests, following up on credit union referrals, providing information about Avanti Wealth to members and non-members.
· Organize and prioritize advisor’s calendars.
· Improve overall customer service standards that will lead to attracting and retaining new/existing members.
· Create and maintain member files.
· Process product applications, bill payments and prepare a variety of activity reports.
· Process deposits and withdrawals from member investment accounts. Follow up on NSF payments for life contracts and preauthorized contributions to investment accounts.
· Process updates to accounts such as change of address, beneficiary and marital status.
· Process all wealth management mail and handle all courier and fax support.
· Any other duties as assigned.
The “must-have” skills and qualifications that we’re looking for are:
· Completed post-secondary education in Office Administration or a related field is preferred.
· Ability to work with a high level of accuracy while multi-tasking to deliver excellent member service.
· Must be self-motivated and display excellent communication skills.
· The ability to work efficiently and independently while complying with detailed procedures is critical.
· Must possess strong organization, communication skills and professionalism.
· Excellent computer proficiency operating Microsoft Excel and Word is required.
· A strong knowledge of computers notably related software and programs.
Additional skills are considered assets too:
· Completion of the IFIC Course (Investment Funds Institute of Canada), Life Licensing Course or the CSC (Canadian Securities Course) is considered an asset.
We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:
WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca
WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.
){kind=logo}
