Avanti Wealth is a locally owned leading Wealth Management provider. Avanti Wealth is looking for a self-motivated Wealth Coordinator with superior communication skills who is looking to be an integral part of our growing team.
Position Type: Vacant Position
Salary Range: $42,750 – $54,500
Work Location: In person
Wealth Coordinator
As a Wealth Coordinator, you will provide support to Avanti Wealth Advisors and will perform a variety of administrative duties related to wealth management services.
In summary, the Wealth Coordinator will:
- Provide support to the Wealth Consultants by setting and preparing for member appointments, handling member requests, following up on credit union referrals, providing information about Avanti Wealth to members and non-members.
- Organize and prioritize advisor’s calendars.
- Improve overall customer service standards that will lead to attracting and retaining new/existing members.
- Create and maintain member files.
- Process product applications, bill payments and prepare a variety of activity reports.
- Process deposits and withdrawals from member investment accounts. Follow up on NSF payments for life contracts and preauthorized contributions to investment accounts.
- Process updates to accounts such as change of address, beneficiary and marital status.
- Process all wealth management mail and handle all courier and fax support.
- Any other duties as assigned.
The “must-have” skills and qualifications that we’re looking for are:
- Completed post-secondary education in Office Administration or a related field is preferred.
- Ability to work with a high level of accuracy while multi-tasking to deliver excellent member service.
- Must be self-motivated and display excellent communication skills.
- The ability to work efficiently and independently while complying with detailed procedures is critical.
- Must possess strong organization, communication skills and professionalism.
- Excellent computer proficiency operating Microsoft Excel and Word is required.
- A strong knowledge of computers notably related software and programs.
Additional skills are considered assets too:
- Completion of the IFIC Course (Investment Funds Institute of Canada), Life Licensing Course or the CSC (Canadian Securities Course) is considered an asset.
If you feel you’re a great 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:
Rizz Khaliq
Manager, Human Resources - WFCU Credit Union
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 seventh 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: $42,750.00-$54,500.00 per year
Application question(s):
- Do you know anyone who works at WFCU Credit Union?
- What are your salary expectations?
Work Location: In person
