This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
Credential Financial Strategies Inc. (CFS), in partnership with Innovation Credit Union, Conexus Credit Union and Cornerstone Credit Union (CUs InSync) presently has an opening for a Wealth Support Analyst.
The successful candidate will be responsible for performing the daily operational functions of the CFS office, providing time-sensitive administrative support to the Wealth Leadership Team, Wealth Advisors, Wealth Protection Specialists and Wealth Planners ensuring all sales, services and activities meet legislative, regulatory and compliance requirements.
The successful candidate will work out of our CFS office at Innovation Credit Union and support our representatives in Swift Current and North Battleford. Our employees are team-oriented individuals and support a relationship-based environment. Ideally you will have strong administrative skills including education and /or work experience in office administration. Proficiency is required in a Microsoft office environment, as well as strong interpersonal, communication and organizational skills. A Canadian Securities License is a definite asset as is education and/or experience in the financial services industry. If you are looking for a new and dynamic career, then this may be the opportunity you have been waiting for.
You are also encouraged to visit the Credential website at www.credential.com or any of our three partner credit unions websites; www.innovationcu.ca , www.conexuscu.ca or www.cornerstonecu.com.
Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential is a registered mark owned by Credential Financial Inc. and is used under licence.