Join Innovation Wealth as a Wealth Associate in a temporary full time role. Focus on assisting clients in achieving financial success.

Ideal for entry-level candidates, this Wealth Associate position involves closely working with Wealth Advisors to provide exceptional service. You will engage with community members, manage documentation, and help ensure clients’ goals are met through effective financial solutions. This role aims to build foundational skills in financial services.

Key Responsibilities:
• Prepare member files and manage scheduling for Wealth Advisors
• Maintain updated process notes and client records
• Book appointments and ensure follow-up activities are completed
• Support client reviews to keep financial plans on track
• Partner with internal teams to promote investment strategies

Requirements:
• Grade 12 diploma required
• Experience or knowledge in financial services preferred
• Focus on details and excellent time management skills
• Team-oriented mindset for working with finance teams
• Comfortable using digital tools and Microsoft applications

Develop your financial career while helping clients at Innovation Wealth.
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📌 Entry Level Wealth Associate Position Saskatchewan
🏢 Innovation Federal Credit Union
📍 Saskatchewan