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 • Solid 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. #J-18808-Ljbffr

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