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© All Rights Reserved. ApplyBlast.com
Access Credit Union
The Wealth Advisor II at Access Credit Union will manage and grow a wealth management portfolio by delivering holistic financial planning and mutual fund solutions to existing and new members. This hybrid role involves creating annual business plans, collaborating with branch networks and community partners, and ensuring compliance with credit union policies and industry regulations.
Access Credit Union is Manitoba's trusted credit union serving over 208,000 members with competitive rates and flexible personal and business banking solutions. The credit union also offers expert wealth management services through partners including Qtrade and Aviso Wealth. Members benefit from a wide range of financial products including mortgages, loans, investing, insurance, and digital banking.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Access Credit Union.
42% below the average for this role
Jan 15, 2025
