Wealth Management Associate — Investments & Member Service Alberta

Wealth Management Associate — Investments & Member Service Alberta

03 Sep
|
Christian Credit Union
|
Alberta

03 Sep

Christian Credit Union

Alberta

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. Robust communication and faith-driven service are valued.
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📌 Wealth Management Associate — Investments & Member Service Alberta
🏢 Christian Credit Union
📍 Alberta

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