Join TCU Financial Group as a Full time Wealth Services Associate in Regina. Support clients with their financial journey through investment administration and exceptional client service.
In this role, you will provide licensed support to Investment Advisors and clients, assisting with account maintenance and transactions. Your expertise in wealth management products will enhance client relationships while ensuring accuracy in all operational tasks. This position is an integral part of our mission to deliver holistic wealth solutions.
Key Responsibilities:
• Provide comprehensive support to Investment Advisors and clients
• Assist clients with self-directed investment platforms
• Process and monitor client transactions accurately




• Communicate with external organizations for client requests
• Identify opportunities for relationship strengthening through referrals
Requirements:
• 2-3 years of sales experience in wealth management
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Strong knowledge of financial planning concepts
• Excellent communication and interpersonal skills
• Commitment to ongoing professional growth
Become a trusted resource for clients and advisors at TCU Financial Group in Regina.
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📌 Full-Time Wealth Services Associate Regina
🏢 TCU Financial Group
📍 Regina