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
• Strong 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 (North Battleford)
🏢 Innovation Federal Credit Union
📍 North Battleford