Join TCU Financial Group as a Wealth Services Associate in Saskatoon to assist clients with their investment journeys. This full-time role will combine client services with administrative support for professionals.

In this position, you will be responsible for supporting Investment Advisors and managing client accounts while adhering to industry regulations. Your ability to forge strong client relationships through exceptional service will be key. Utilize your wealth management knowledge to deliver tailored solutions and engage in business development initiatives, including community events.

Key Responsibilities:
• Provide assistance with client account administration and documentation
• Liaise with clients to offer ongoing support and product guidance
• Process client trades and account transfers accurately




• Collaborate with external parties for account-related activities
• Drive business development through networking and outreach activities

Requirements:
• 2-3 years’ experience in sales within a financial services workplace
• Successfully completed Canadian Investment Regulatory Exam (CIRE)
• Excellent communication and relationship-building skills
• Understanding of wealth management and regulatory compliance
• Eagerness for professional development and growth

Engage in building meaningful financial solutions with TCU Financial Group in this rewarding role.
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📌 Saskatoon Wealth Services Associate Role (Saskatchewan)
🏢 Credit Union Central of Manitoba
📍 Saskatchewan