An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

Wealth Coordinator

As a Wealth Coordinator, you will provide comprehensive administrative, operational, and client-service support to Wealth Consultants to drive practice efficiency and member retention.

Position Type: Vacant Position

Salary Range: $42,000 to $53,000

Position Summary & Key Responsibilities:

- Client Service & Calendar Management: Proactively schedule client reviews, coordinate follow-ups, manage calendars, and deliver a high standard of confidential, member-focused service.
- Administrative & CRM Operations: Maintain accurate records, notes, and tasks within CRM while managing account maintenance, transfers, and estate-related documentation.
- Financial Planning & Meeting Support: Assist in building retirement projections and financial plans using specialized software, and prepare investment comparisons, asset allocation reviews, and meeting materials.
- Trade & Transaction Tracking: Track and support trade implementation, account transactions, and outstanding client action items.
- Branch Engagement & Business Development: Run in-branch meetings with credit union staff to promote wealth management services, strengthen referral pipelines, and coordinate campaigns.

Required Qualifications:

- Education & Experience: Completion of, or working towards post-secondary education in Business, Finance, Accounting or a related field. OR 1+ years of experience in an administrative, coordinator, or client service role.
- Licensing: Completion of, or willingness to complete, the Canadian Investment Regulatory Exam (CIRE) within 12 months of hire (unless already CIRO registered).
- Detail & Compliance Focus: High level of accuracy and organizational skills to manage competing priorities while strictly adhering to regulatory procedures.
- Communication & Professionalism: Excellent written and verbal communication skills with a self-motivated, polished, member-focused approach.

Preferred Assets (Nice-to-Haves)

- Industry Experience: Background in wealth management,



financial planning, accounting, retail banking, or broader financial services.
- Technical & System Skills: Proficiency with Microsoft Excel (VLOOKUPs, Office Scrips, Pivot Tables) and familiarity with CRM platforms or financial planning software.

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

If you feel you’re a outstanding fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Evangeline Jesudoss
Talent Acquisition Specialist - WFCU
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
[email protected]

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Working at WFCU Credit Union

For the sixth consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you'll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to "hire the best, treat them well, and see them stay" is a point of pride and a key factor in our employees' success and WFCU’s success.





We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

- An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
- Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
- A bank of up to 10 annual personal days, as well as 13+ paid holidays.
- A voluntary RRSP matching program at 5% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!

It's an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

WFCU Credit Union is a leading progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 84 years, WFCU is the sixth-largest credit union in Ontario, and the 20th largest credit union in Canada.

Together with its retail divisions, Rapport, ECU, and Health Care, WFCU operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous smaller communities in between. WFCU’s 80,000+ members can bank anytime, anywhere through a variety of service channels, including online and mobile banking, live telephone banking, and ATM services.

Job Types: Full-time, Permanent

Pay: $42,000.00-$53,000.00 per year

Application question(s):

- Do you know anyone who works at WFCU Credit Union?
- What are your salary expectations?

Work Location: In person

📌 Wealth Coordinator (Kitchener)
🏢 WFCU Credit Union
📍 Kitchener