Mutual Fund Associate: Wealth Support & Client Service (Manitoba)

17 Aug

Steinbach Credit Union

Manitoba

17 Aug

Steinbach Credit Union

Manitoba

Steinbach Credit Union is seeking a Mutual Fund Associate in Winnipeg to support the Wealth Advisor by handling day‑to‑day account monitoring, documentation, and transactions while ensuring compliance with CIRO regulations. You will assist with scheduling, correspondence, and processing investment-related activities.
The role requires a Grade 12 diploma with IFC coursework or equivalent, 1–3 years of related experience, and proficiency with Dataphile and Excel.

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📌 Mutual Fund Associate: Wealth Support & Client Service (Manitoba)
🏢 Steinbach Credit Union
📍 Manitoba

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