Embark on an impactful career as a Wealth Services Associate at TCU Financial Group's Stonebridge Advice Centre in Saskatoon. Provide comprehensive client support and investment administration.
This full-time role involves helping Investment Advisors and clients with account-related services, ensuring accuracy in transactions, and maintaining compliance with regulatory standards. Your ability to foster relationships and provide exceptional service will enhance client satisfaction and support business development initiatives.
Key Responsibilities:
• Deliver skilled support in account administration • Ensure accuracy in processing client transactions • Meet with clients to assist with wealth management solutions • Liaise with external organizations for client needs • Engage in community events to boost business growth
Requirements: • Minimum 2-3 years sales experience in wealth management • Successful completion of Canadian Investment Regulatory Exam (CIRE) or QAFP • In-depth knowledge of financial products and regulations • Strong skills in client communication and relationship-building • Commitment to continuous professional development
Drive client success and wealth solutions with TCU Financial Group in Saskatoon. #J-18808-Ljbffr
📌 Wealth Services Associate at TCU Financial Group (Winnipeg)
🏢 TCU Financial Group
📍 Winnipeg
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