Shape your career with TCU Financial Group as a Wealth Services Associate in Regina. Deliver exceptional client service through effective administrative support and communication. As a Wealth Services Associate, your role will include assisting Investment Advisors and clients with account administration and transactions.

You will draw on your knowledge of wealth management products to enhance client experiences and ensure compliance with industry regulations. Join us in supporting our clients' financial goals. Key Responsibilities:

- Assist with account setup, transfers, and service requests
- Provide ongoing support to clients regarding investment products
- Process trades and ensure timely completion of transactions
- Collaborate with external organizations for account administration
- Engage in community events to promote wealth management services Requirements:
- 2-3 years of relevant sales experience
- Successful completion of CIRE or QAFP exams
- Knowledgeable in wealth management and financial planning
- Robust interpersonal and communication abilities
- Proactive in pursuing continuous learning Apply your expertise in wealth management at TCU Financial Group in Regina.

📌 Wealth Services Associate at TCU Financial Group (Regina)
🏢 TCU Financial Group
📍 Regina