Join TCU Financial Group as a Wealth Services Associate in Saskatoon, focusing on delivering top-notch client services within our Stonebridge Advice Centre. Engage with clients and support investment operations every day.
In this full time role, you will provide licensed support to Investment Advisors while assisting clients with their wealth management needs. Key tasks include account maintenance, transaction processing, and ensuring compliance with regulatory guidelines. Building strong relationships through exceptional service will be crucial for success in this position.
Key Responsibilities:
• Assist with account administration and service requests
• Process and monitor client transactions for timely execution
• Conduct meetings to provide ongoing client support




• Collaborate with external organizations for account management
• Support business development through community events
Requirements:
• 2-3 years of sales experience in a financial role
• Completed Canadian Investment Regulatory Exam (CIRE) or QAFP
• Strong understanding of financial planning and wealth products
• Excellent communication and interpersonal skills
• Passion for professional growth in wealth management
Contribute to meaningful financial solutions at TCU Financial Group in Saskatoon.
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📌 Saskatoon Wealth Services Associate Position
🏢 TCU Financial Group
📍 Saskatoon