Enhance your career as a Wealth Services Associate with TCU Financial Group in Regina. Provide key client support, and administrative assistance while building relationships.

This full-time position entails delivering licensed support to Investment Advisors and engaging clients with wealth management advice. You’ll be responsible for managing client transactions and ensuring their utmost satisfaction with our services.

Collaborate in a team-centric workplace dedicated to financial education and relationship-building.

Key Responsibilities:

- Provide licensed support for account maintenance and transactions
- Meet clients to advise on investment products and services
- Accurately process client trades and account transfers




- Communicate client issues to relevant external organizations
- Participate in networking and community events for business growth

Requirements:

- 2-3 years of experience in sales or customer service
- Completion of Canadian Investment Regulatory Exam (CIRE)
- Familiarity with financial planning and investment products
- Excellent verbal and written communication skills
- Strong commitment to professional development

Join TCU Financial Group to empower clients on their financial journey in Regina.

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📌 Wealth Services Associate - Client Support Role (Regina)
🏢 TCU Financial Group
📍 Regina