Shape the future of wealth management as a full-time Wealth Services Associate at TCU Financial Group in Saskatoon. Deliver exceptional client support and investment administration services every day.
TCU Financial Group is looking for a full time Wealth Services Associate to provide licensed support in its Stonebridge Advice Centre. This role involves assisting Investment Advisors and clients with account administration, transaction processing, and ongoing wealth management guidance. You will also identify opportunities for promoting TCU Wealth Management products while maintaining compliance with industry regulations.
Key Responsibilities:
• Provide professional support to Investment Advisors and clients
• Monitor and process client transactions for accuracy
• Meet clients to facilitate service and guidance
• Communicate with external organizations to resolve issues
• Participate in networking and community events for business development
Requirements:
• 2-3 years of sales experience in financial services
• Completed Canadian Investment Regulatory Exam (CIRE) or QAFP
• Knowledgeable in wealth management products and services
• Strong communication and relationship-building skills
• Commitment to continuous learning and growth
Elevate your career by delivering holistic wealth solutions with TCU Financial Group in Saskatoon.
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