Shape the future of wealth management as a Wealth Services Associate with TCU Financial Group in Saskatoon. You'll provide exceptional client services, investment administration, and support for advisory teams.

As a Wealth Services Associate, you will play an integral role in client account management, processing transactions, and providing administrative assistance. This full-time position requires a solid understanding of wealth management products, administrative processes, and regulatory requirements. You'll also work collaboratively with Investment Advisors and clients to foster robust relationships and promote TCU Wealth Management services.

Key Responsibilities:
• Support Investment Advisors with account administration and service requests
• Meet clients for ongoing support and guidance on products




• Process and monitor client transactions ensuring accuracy
• Communicate with external organizations to resolve client issues
• Participate in networking and community events for business development

Requirements:
• 2-3 years of sales experience in wealth management
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Strong communication and interpersonal skills
• Knowledge of financial planning and compliance regulations
• Commitment to continuous learning and professional growth

Leverage your skills in wealth management and client service to make a positive impact with TCU Financial Group.
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📌 Wealth Services Associate in Saskatoon (Saskatchewan)
🏢 Credit Union Central of Manitoba
📍 Saskatchewan