Wealth Management Associate — Investments & Member Service

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

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.