As a leader in the financial services industry that values its staff and their ongoing contributions towards our collective success, WFCU make it our practice to seek out the best and brightest in their field.
Experience a Better Place to Work
We offer an innovative work environment, an industry-leading compensation package, and ample opportunity for growth and advancement.
We recognize and show appreciation to our staff for their continued hard work and dedication by investing in tomorrow’s leaders today.
Be part of a team committed to providing members with a high level of service, while helping to maintain the communities we serve as some of the leading regions to live and work.
Join our team
If you feel you’re a great fit for the team at WFCU – let us know why!
We invite applications from individuals looking to join a positive, goal-driven, and professional environment aimed at providing members with a high level of service, while making the communities we serve the best places to live and work.
As a certified Great Place to Work® and seven-time recipient of the Best Workplaces in Canada™ award, we invite you to experience our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!
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. We seek the best and brightest professionals and provide them with ample opportunity for advancement. As an organization committed to the communities we serve, we are proud to display the Imagine Caring Company logo and are one of only 120 companies in Canada to do so.
Now accepting applications for all positions.
If you are interested in joining our team, please email your cover letter and resume to the attention of Jennifer Bradie, Senior Director, Human Resources, at [email protected].
Current Opportunities:
Corporate
Commercial Account Manager - Windsor
As a Commercial Account Manager, you are responsible for managing an assigned commercial portfolio and to assist with the overall growth of personal as well as commercial members with a specific focus in real estate lending (term and construction) and ideally some experience in greenhouse financing.
Position Type: Vacant Position
Salary Range: $90,000-$140,000
In summary, the Commercial Account Manager will:
- Grow our business and actively develop and manage the commercial portfolio (real estate secured term and construction loans including greenhouses).
- Assist, develop and implement business development initiatives to increase revenues.
- Address member needs and concerns in a timely manner to develop and maintain strong relationships.
As the successful candidate, you will be responsible for:
- Managing an assigned commercial portfolio consisting of commercial mortgages, loans, lines of credit, letters of credit, construction, land, and demand loans to meet borrowing needs.
- Making sound recommendations within lending policies and procedures.
- Develop new business by contacting prospects and members and networking in community activities outside of normal business hours.
- Ongoing relationship building with existing members and prospects.
- Preparing proposals as well as credit applications for review and approval.
- Ensuring the assigned credit union’s loan portfolio earns a maximum return while taking the least amount of risk.
- Monitoring assigned loan portfolios, delinquencies, and overdrafts.
The “must-have” skills and qualifications that we’re looking for include the following:
- Strong sales acumen with proven results.
- A commitment to professional service, networking, relationship building and retention.
- Post-secondary education in a business and/or finance related field.
- Minimum three to five years of commercial lending experience in the financial services industry with a focus on real estate lending and ideally some greenhouse financing.
- Knowledge of commercial lending in various industries and sectors.
- Collaborate with other internal departments, mainly Credit Risk to deliver solutions.
- Strong financial statements analysis, review of 3rd party documents including but not limited to Appraisal, Building Condition, Phase I and II Environmental and Project Monitor Reports, leases etc.
- Strong communication, people, problem solving interpersonal and analytical skills.
- Self motivated and results oriented.
- Flexibility for occasional travel.
These additional skills are also considered assets:
- Excellent organizational and presentation skills
- Strong attention to detail.
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. Please send applications and portfolios to the attention of:
Jennifer Bradie
Senior Director, 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 6% 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, Ontario since 1940. Proudly serving families, community organizations, small businesses, commercial entities, and public institutions for over 85 years, WFCU is Ontario’s 6th largest credit union and among the top 20 largest in Canada.
Together with its retail divisions, Rapport, ECU, and Health Care, WFCU now operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous 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.
Director, Information Security - Windsor, Kitchener or Toronto
Are you passionate about cybersecurity and protecting critical systems and data? WFCU as an exciting opportunity for a professional ready to make an impact and grow their career in a dynamic environment. WFCU is recruiting for a Director, Information Security.
The Director, Information Security is responsible for leading the Information Security team including, but not limited to, coaching and helping team members to operate at the highest level in delivery of security services and solutions to WFCU, its members and employees. This role reports to the SVP, Systems/Information Security.
Position Type: Vacant Position
Salary Range: $92,000-$130,000
In summary, the Director, Information Security will:
- Coach team members to operate at the highest level in delivery of security services
- Oversee security solutions
- Provide day-to-day operational support
- Support internal stakeholders to understand, explain and deliver security solutions
- Continuously evaluate new and existing security solutions
- Develop and document incident management (IR) processes and procedures
- Act as a back up to the SVP, Systems/Information Security in security IR situations
- Operate and manage various security technologies required to protect WFCU
What we’re looking for:
- Post-secondary education or diploma in Information Technologies from an accredited post-secondary institution or related field
- Minimum of 5 years of progressive experience in a related position
- Minimum of 3-5 years of leadership experience
- Relentless pursuit of continuous improvement
- Strong strategic planning and analytical capabilities
- Exceptional relationship building and stakeholder management skills
- Excellent written, verbal, presentation and communication skills
- Flexibility for hours of work including evenings and weekends
- CISSP or other security certification related to information security is preferred
Are you ready to make an impact? Share why you’d be a great addition to our WFCU team.
Work Location: This role is required to work on-site and may be located in Windsor, Kitchener, or Toronto.
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:
Jennifer Bradie
Senior Director, 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 6% 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 is a leading, progressive financial institution headquartered in Windsor, Ontario since 1940. Proudly serving families, community organizations, small businesses, commercial entities, and public institutions for over 85 years, WFCU is Ontario’s 6th largest credit union and among the top 20 largest in Canada.
Together with its retail divisions, Rapport, ECU, and Health Care, WFCU now operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous 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.
Director, Learning & Development - Windsor, Kitchener or Toronto
Are you passionate about helping people grow and succeed at work? As the Director, Learning & Development at WFCU, you’ll shape how employees build skills, develop leaders and grow their careers. Leading a small team, you’ll create and deliver learning programs that give employees the tools, training and support they need to perform at their best and contribute to WFCU’s success.
Position Type: Vacant Position
Salary Range: $102,000-$152,000
In summary, the Director, Learning & Development will:
- Assess organizational learning needs and determine the best approach;—develop and facilitate internal workshops, hands-on activities, and team-building sessions, or recommend appropriate external training providers when specialized expertise is required.
- Develop and implement a learning and leadership development plan aligned with WFCU’s strategic priorities and evolving workforce needs.
- Lead the employee development team while overseeing multiple learning initiatives. Set priorities, keep programs on track, and ensure the portfolio remains aligned with the credit union’s needs and WFCU’s strategy.
- Oversee the new employee orientation program ensuring it delivers an exceptional learning experience.
- Partner with employees and leaders to identify career growth opportunities and support meaningful career development within WFCU.
- Ensure all training materials are current, relevant, and easy to follow.
- Define learning metrics, report on program results, emerging trends and opportunities for improvement.
- Assess and evaluate our learning management system capabilities to ensure it meets programming and operational needs.
What we’re looking for:
- A degree in human resources, education, or a similar business-related field.
- A certification in talent development (like ATD CPTD/CPLP).
- At least 8 years of corporate experience helping organizations grow and develop their people.
- Experience designing and delivering corporate learning programs using adult-learning principles and blended approaches that combine online and in-person instruction.
- A strong background in leadership development, planning for future leaders within organizations, and corporate coaching.
- Hands on experience using learning management systems and analyzing data.
- Curiosity about new technology and using it to create better learning engagement & outcomes.
- Great skills leading workshops, coaching, and communicating with others.
- Strong business acumen and a demonstrated ability to influence decisions and align stakeholders around organizational priorities. Good business sense and a proven ability to influence decisions.
The nice-to-haves:
- Experience in the credit union or financial services industry.
- Technical skills for creating training content.
If you feel you’re a great fit, let us know why!
Work Location: This role is required to work on-site and may be located in Windsor, Kitchener, or Toronto.
We appreciate the interest of all applicants; however, only those candidates selected for an interview will be contacted. Please send applications and portfolios to the attention of:
Suzanne Leonard
AVP, 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 6% 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, Ontario since 1940. Proudly serving families, community organizations, small businesses, commercial entities, and public institutions for over 85 years, WFCU is Ontario’s 6th largest credit union and among the top 20 largest in Canada.
Together with its retail divisions, Rapport, ECU, and Health Care, WFCU now operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous 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.
Mortgage Specialist
The Mortgage Specialist plays a key role in supporting a seamless mortgage process by accurately processing approved deals and coordinating all required documentation from approval through signing and closing.
Position Type: Vacant Position
Salary Range: $43,000– $67,000
In summary, the Administration Assistant, Fulfillment will:
- Input approved mortgage deals accurately and efficiently into the appropriate systems, ensuring all information aligns with the approved terms and conditions.
- Review mortgage files for completeness and follow up on outstanding information, conditions, and supporting documentation.
- Prepare, organize, and manage mortgage documentation through signing and closing, ensuring all deadlines and service standards are met.
- Coordinate with members, internal partners, and other parties to support a smooth and timely mortgage closing process.
- Track file progress, maintain accurate records, and provide timely updates on the status of mortgage transactions.
- Identify and resolve documentation discrepancies or processing issues, escalating concerns when appropriate.
- Ensure mortgage files comply with established policies, procedures, risk management standards, and regulatory requirements.
- Deliver responsive, professional service throughout the mortgage process and contribute to a positive member experience.
- Perform other duties as assigned.
The “must-have” skills and qualifications that we’re looking for include the following:
- Completed post-secondary education
- Previous experience with mortgage lending, mortgage fulfillment, cross-selling additional products and services, and completing mortgage closing activities.
- Working knowledge of mortgage documentation, approval conditions, signing requirements, and closing processes
- Excellent communication and customer service skills
- Strong attention to detail and organizational skills while working in a fast-paced environment
These additional skills are also considered assets:
- Prior experience within the financial services industry.
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. Please send applications and portfolios to the attention of:
Katie Eckel
Human Resources Business Partner – 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 6% 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, Ontario since 1940. Proudly serving families, community organizations, small businesses, commercial entities, and public institutions for over 85 years, WFCU is Ontario’s 6th largest credit union and among the top 20 largest in Canada.
Together with its retail divisions, Rapport, ECU, and Health Care, WFCU now operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous 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.
Senior Internal Auditor
Reporting to the Director, Internal Audit, this role provides independent, risk-based assurance and advisory services across the organization, with particular emphasis on finance, treasury and enterprise risk. The incumbent will lead complex financial audits from planning through reporting, serve as a subject-matter resource in specialized financial risk areas, and also support the VP, Internal Audit in the annual risk assessment, audit universe refresh and development of the risk-based internal audit plan.
The role requires hands-on experience and ability to translate complex treasury, finance and risk matters into clear audit scopes, well-supported conclusions and practical recommendations for senior management and the Audit Committee.
Position Type: Vacant Position
Salary Range: $55,000 to $92,000.
In summary, the Senior Internal Auditor will:
- Planning, executing and delivering complex audits & advisory in the area of financial risk management and reporting, treasury operations, asset-liability management, liquidity and funding, interest rate risk (IRRBB), capital adequacy and management, investments, derivatives and hedging, securitization, and related governance and reporting processes.
- Evaluating the integrity of key risk management models, assumptions, limits, management information, reconciliations, stress testing, scenario analysis and escalation practices within the scope of assigned audits.
- Assessing whether financial and treasury activities operate within approved policies, risk appetite, delegated authorities and applicable regulatory requirements.
- Maintaining Finance, Treasury and Risk Management portions of the audit universe and document the rationale for risk ratings, audit frequency, planned coverage and changes in assurance priorities.
- Monitoring external developments, including FSRA regulatory expectations, economic conditions, financial-market changes and emerging practices, and evaluate their implications for audit coverage.
- Identifying opportunities for coordinated assurance, thematic review, continuous monitoring, data analytics and targeted advisory work.
- Maintaining appropriate collaboration with Finance, Treasury, Risk Management and Compliance business leaders to identify emerging financial-market and balance sheet risks and assess their implications for the internal audit plan.
- Performing engagement-level risk assessments – define objectives, scope, criteria, resource needs, testing strategies, prepare risk-based audit program and reports reflecting the results of the work performed.
- Supporting Director, Internal Audit to perform periodic follow up related to outstanding recommendations from prior audit reports.
- Assisting VP, Internal Audit with periodic reporting to the audit committee as well as the development of the annual internal audit plan.
- Executing special projects.
The “must-have” skills and qualifications that we’re looking for are:
- University degree in accounting, finance, economics, business, risk management or a related discipline.
- A recognized professional designation such as CPA, CIA, CFA, FRM or CRMA is preferred.
- Candidate with strong directly relevant experience will also be considered. Candidate will be required to complete the CIA designation within reasonable timeframe as agreed with the VP, Internal Audit.
- At least ten years of progressive experience in internal audit, treasury, finance, enterprise risk, third-party risk, regulatory oversight or a related financial-services discipline.
- Demonstrated experience in planning and executing risk-based independent reviews of complex finance, treasury or risk management activities.
- Understand internal control concepts and their application
- Experience or understanding of developing audit scopes and programs, assessing control design and operating effectiveness, documenting evidence, evaluating issue significance and writing executive-level reports.
- Advanced analytical, critical-thinking, written communication, facilitation and stakeholder-management skills.
- Ability to manage multiple priorities, work independently and exercise sound judgment in sensitive or ambiguous situations.
These additional skills are considered assets too:
- Experience in a Canadian bank, credit union, insurer or other regulated financial institution.
- Depth in asset-liability management, liquidity, funding, interest rate risk, capital, investments, derivatives, securitization or financial reporting.
- Experience with enterprise risk management and third-party risk management frameworks.
- Experience leading engagement teams or reviewing the work of other auditors and specialists.
- Proficiency with data analytics, visualization or audit management tools.
- Proven ability to work independently with minimal supervision, while guiding and supporting audit team members.
- Strong verbal and written communication skills for effectively presenting findings to peers and management.
- Leadership capability to influence and gain management support for recommended improvements.
- Good understanding of internal auditing standards, COSO framework, and risk assessment methodologies.
- An undergraduate degree in Accounting or Finance.
If you feel you’re a great fit, let us know why!
Work Location: This is an on-site role with the opportunity to join our team from one of our office locations in Windsor, Kitchener, or Toronto.
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:
Katie Eckel
Human Resources Business Partner – WFCU Credit Union
[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.
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.
Retail
Financial Services Officer - Windsor-Essex or Waterloo
The Financial Services Officer is responsible for providing excellent service to our members
Position Type: Vacant Position
Salary Range: $43,000 – $67,000
In summary, the Financial Services Officer will:
- Contribute to the success of the branch by achieving established sales, service, lending, and mortgage growth targets.
- Provide expert financial advice by assessing member needs and recommending appropriate deposit, investment, lending, and mortgage solutions to support their financial goals.
- Build and strengthen member relationships by identifying opportunities to expand lending portfolios, increase share of wallet, and deepen overall financial relationships.
- Originate, process, and manage residential mortgage applications, including purchases, renewals, refinances, transfers, and home equity lending solutions.
- Conduct thorough financial and credit analyses to assess borrowing capacity, evaluate risk, and make sound lending recommendations in accordance with established policies, procedures, and regulatory requirements.
- Promote and process lending products, including mortgages, home equity lines of credit, personal loans, lines of credit, overdraft protection, and creditor insurance products.
- Identify opportunities for mortgage retention, refinancing, debt consolidation, and cross-selling of complementary products and services to meet members’ evolving financial needs.
- Promote and process investment products, including GICs, RRSPs, RRIFs, FHSA and TFSAs, while providing proactive financial advice and guidance.
- Develop new business opportunities through referrals, relationship development, branch campaigns, community involvement, and networking activities.
- Manage the lending process from initial consultation through funding, ensuring a seamless member experience and timely follow-up.
- Ensure compliance with all policies, procedures, risk management standards, and regulatory requirements while delivering exceptional member service.
- Perform other duties as assigned.
The “must-have” skills and qualifications that we’re looking for are:
- Completed post-secondary education
- Excellent communication and customer service skills
- Strong attention to detail and organizational skills while working in a fast-paced environment
These additional skills are considered assets too:
- Prior experience within the financial services industry
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:
Evangeline Jesudoss
Talent Acquisition Specialist – 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.
Wealth Coordinator - Windsor-Essex, Kitchener or Toronto
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: $48,000 – $68,000
In summary, the Wealth Coordinator will:
- 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.
The “must-have” skills and qualifications that we’re looking for are:
- 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.
These additional skills are considered assets too:
- 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.
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:
Evangeline Jesudoss
Talent Acquisition Specialist – 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.



