Become a Wealth Associate with Innovation Wealth in North Battleford, Meadow Lake, or Glaslyn. This role focuses on client engagement and financial goal attainment.

As a Wealth Associate, you will assist Wealth Advisors in managing portfolios and preparing documentation. The position requires a detail-oriented individual who is proactive and customer-focused. Ideal for entry-level candidates, this role offers an prospect to learn the wealth industry while making a meaningful impact on members’ financial goals.

Key Responsibilities:



• Support Wealth Advisors by prepping member files and meeting materials • Ensure documentation is accurate and up to date • Drive pipeline activities through appointment scheduling • Assist in annual reviews and ongoing client consultations • Collaborate with retail and wealth teams to promote solutions

Requirements: • Completion of Grade 12 diploma • Familiarity with financial services and brokerage operations • Detail-oriented with strong time management skills • Effective relationship-building ability with members • Proficiency in Microsoft 365 applications

This role combines support, client interaction, and teamwork, making a tangible impact on members’ financial futures. #J-18808-Ljbffr

📌 Wealth Associate at Innovation Wealth (Battleford)
🏢 Innovation Federal Credit Union
📍 Battleford