Wealth Coordinator

About Lakeland Credit Union

Lakeland Credit Union is a trusted financial institution dedicated to providing exceptional banking services to our members. With deep roots in our community, we pride ourselves on delivering personalized financial solutions that meet the unique needs of individuals and businesses alike. At Lakeland Credit Union, we prioritize integrity, community engagement, and financial excellence, ensuring that our members can achieve their financial goals with confidence.

We are committed to fostering a work environment that promotes collaboration, innovation, and professional growth. As part of our team, you'll have the opportunity to make a meaningful impact on the financial well-being of our members while advancing your career in a supportive and dynamic setting.

About the Opportunity

Are you a master of multi-tasking with a knack for organization and attention to detail? Do you thrive in a fast-paced environment and enjoy working with numbers? If so, we have the perfect opportunity for you!

Join our dynamic Wealth Team in an administrative role that allows you to work the hours your kids are in school. As our administrative wizard, you will assist in managing client communications, scheduling appointments, and maintaining office efficiency. This role may be full-time or part-time, depending on the candidate.

This is an opportunity to be part of a supportive team, learn about the financial industry, and make a positive impact on our clients' financial well-being. If you're read to bring your administrative skills to the table and have a bit of fun along the way, we want to hear from you!

More specifically, some of your responsibilities include, but are not limited to:

• Organize and maintain accurate files, records and documentation for quick retrieval


• Schedule member meetings to maximize the advisors’ time


• Ensure all documentation is complete, accurate and in compliance with relevant legislation, regulation, policies and procedures


• Fulfil administrative duties while maintaining a high level of accuracy and professionalism


• Compile, review and submit insurance and investment applications that have been prepared by wealth advisors

More About You

In order to qualify for this role, you will need 2+ years administrative support experience, preferably in a wealth management setting. 

As our ideal candidate, you will thrive working collaboratively in a team environment with exemplary organizational skills. Advanced MS Office experience, strong verbal and written communication skills, and excellent interpersonal skills.

Above all, you are motivated to make a positive impact and are dedicated to ongoing learning and growth.  

About the Benefits

Lakeland Credit Union is dedicated to making a positive impact on their members and community. We offer great compensation, benefits, and a fun team environment. Join the team in Bonnyville and help make a difference.

• Competitive pay and comprehensive benefits.


• Flexible spending account. 


• RRSP matching after 3 months.


• Discounted employee financial services benefits. 


• Opportunities for personal and professional development.


• A supportive and fun team environment.

Move beyond a job with crazy hours and unpredictable schedules. Choose to make a real difference in people's lives and in your community by applying your skills and knowledge at your locally owned financial institution. Join a professional, caring and supportive workplace to move your career forward.

for a role at Lakeland Credit Union today and start changing lives, one member at a time. Live. Grow. THRIVE here!

Thank you for your interest. Interviews will be conducted as qualified candidates are received. Due to the anticipated volume of applications, only those selected for an interview will be contacted. Lakeland Credit Union is committed to the principles of equality and diversity in the workplace. AI will not be used during the recruitment, selection, and hiring process.