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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.
- 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.
- Self managed with excellent interpersonal, verbal and written communication skills.
- Able to escalate 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:
Closing Date: Open until a suitable candidate has been selected.
We encourage all interested to apply by submitting your resume and cover letter to:
Apply Now!
We thank all applicants for their interest. Only those under consideration for the position will be contacted. 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.