Embark on a career as a Wealth Associate with Innovation Wealth, serving North Battleford, Meadow Lake, or Glaslyn. This position emphasizes financial client assistance.

In this temporary full-time role, you will assist our Wealth Advisors by managing administrative tasks and supporting client interactions. Ideal candidates are detail-oriented and passionate about financial services. You will help shape positive financial outcomes for members through dedicated support and tailored solutions.

Key Responsibilities:
• Act as a key support for Wealth Advisors, preparing necessary files
• Ensure all documentation and records are current
• Drive activities by scheduling appointments and follow-ups




• Conduct client reviews to ensure plans align with their needs
• Collaborate with team members to enhance service offerings

Requirements:
• Must have a Grade 12 diploma
• Familiarity with financial services and mutual funds is beneficial
• Robust attention to detail and proactive approach
• Excellent communication and relationship-building skills
• Proficiency in Microsoft 365 suite

Contribute to client financial success while growing your expertise in the wealth management field.
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📌 Wealth Management Associate Role (Saskatchewan)
🏢 Innovation Federal Credit Union
📍 Saskatchewan