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 opportunity 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 solid 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.
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📌 Wealth Associate at Innovation Wealth (North Battleford)
🏢 Innovation Federal Credit Union
📍 North Battleford