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Wealth Associate
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#797609
Remote / WFH
Christian-Credit-Union
Job Description
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 with service and advice from experts, while offering modern banking technology and a comprehensive range of financial services solutions. We are principled and benefit our members with low fees, great 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.
OUR MISSION
We encourage people to be good stewards of the financial resources God has given to them. “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” - 1 Peter 4:10 NIV
OUR VISION
To be the recognized leader in applying Christian values to financial services. "The earth is the Lord’s, and everything in it, the world, and all who live in it..." - Psalm 24:1 NIV
What are some 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.
What skills and attributes does a Mutual Funds Investment Specialist need to have?
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 escalate and seek direction for workload constraints in a timely manner.
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 $48,000.00 to $60,000.00 per annum 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.
We encourage all interested to apply by submitting your resume and covering letter to:
Attention: Leanne Zukowski, HR Administrator
Job Type: Full-time
Pay: $48,000.00-$60,000.00 per year
Benefits:
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
RRSP match
Vision care
Application question(s):
Have you completed the Investment Funds In Canada designation?
Experience:
Financial services: 1 year (required)
Licence/Certification:
High School Diploma (required)
Business Diploma (preferred)
Work Location: In person
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.
OUR MISSION
We encourage people to be good stewards of the financial resources God has given to them. “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” - 1 Peter 4:10 NIV
OUR VISION
To be the recognized leader in applying Christian values to financial services. "The earth is the Lord’s, and everything in it, the world, and all who live in it..." - Psalm 24:1 NIV
What are some 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.
What skills and attributes does a Mutual Funds Investment Specialist need to have?
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 escalate and seek direction for workload constraints in a timely manner.
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 $48,000.00 to $60,000.00 per annum 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.
We encourage all interested to apply by submitting your resume and covering letter to:
Attention: Leanne Zukowski, HR Administrator
Job Type: Full-time
Pay: $48,000.00-$60,000.00 per year
Benefits:
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
RRSP match
Vision care
Application question(s):
Have you completed the Investment Funds In Canada designation?
Experience:
Financial services: 1 year (required)
Licence/Certification:
High School Diploma (required)
Business Diploma (preferred)
Work Location: In person
