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Mutual Fund Associate: Wealth Support & Client Service
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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