Wealth Associate - Full-time/Permanent - Edmonton

Christian Credit Union; Edmonton; On-site; CAD 48,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Deposit and loan programs

Job summary

Christian Credit Union in Edmonton, AB, is seeking a full-time Wealth Associate to join our Wealth Management team. This role supports the Wealth Management team and members through administrative, analytical, and client-facing activities.

Key duties include preparing member communication packages, handling inquiries, opening investment accounts, processing trades, and ensuring compliance for registered/non-registered products. Strong communication and faith-driven service are valued.

Qualifications

• Finance-related education or experience in financial services.
• Minimum 1-3 years in a financial institution or investment firm.
• Investment Funds in Canada designation or willingness to complete.

Responsibilities

• Provide administrative support for wealth management, including client packages and filing.
• Respond to member inquiries and execute routine transactions (accounts, deposits, transfers).
• Manage registered/non-registered product administration and documentation.
• Serve as primary contact for Group RRSP administrators.
• Oversee Concentra RESP program administration.
• Maintain regulatory filings and financial planning records.

Skills

Christian character

Detail oriented

Analytical thinking

Strong communication

Relationship building

Self management

Education

High School Diploma

Finance Diploma (preferred)

Investment Funds in Canada designation

Tools

Maximizer CRM

Salesforce CRM

DataPhile

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.