Client Service Associate

MC Wealth Management

Pay : $20-$28 per hour (depending on experience)

Job Type : Full-time or Part-time (Flexible)

About MC Wealth Management

MC Wealth Management is an independent financial planning firm dedicated to helping Canadians make confident and informed financial decisions. We work with individuals, families, and business owners to build personalized financial strategies that include investments, insurance, retirement planning, tax planning, and estate considerations.

Our firm is built on a simple philosophy :exceptional client service and meaningful relationships. We focus on delivering a high level of care and attention to every client we work with. Rather than focusing solely on growth in numbers, we focus on strengthening relationships and providing thoughtful, personalized advice that helps clients achieve their financial goals.

Based in Saskatchewan, we currently serve clients across Western Canada and are continuing to grow in an effort to help as many Canadians as possible reach their financial goals.

As our firm expands, we are looking for a Client Service Associate who enjoys helping people, staying organized, and playing an important role in delivering an exceptional client experience.

The Role

The Client Service Associate plays an important role in supporting the day-to-day operations of the firm while helping deliver an exceptional client experience.

This role involves a combination of client communication, administrative support, operations management, and assisting with financial documentation and processes.

Responsibilities

Client Experience

- Coordinate and schedule client meetings
- Communicate with clients to gather required documents and information
- Follow up with clients regarding paperwork, forms, and account updates
- Ensure clients receive prompt, professional,



and friendly service

Operations & Administration

- Prepare, organize, and assist with submission of investment and insurance paperwork
- Maintain and update the firm’s CRM system to ensure accurate client records
- Organize and file client documentation in accordance with compliance requirements
- Assist with client onboarding processes and account setup
- Help manage administrative workflow and advisor inbox tasks

Compliance & Process Support

- Assist with administrative and compliance-related tasks
- Ensure documentation and processes follow firm and regulatory requirements
- Help maintain organized systems and procedures as the firm grows

Marketing Support (Occasional)

- Assist with organizing marketing content and social media posts
- Support occasional marketing initiatives and client communications

We are looking for someone who is :

- Highly organized and detail oriented
- A strong communicator with excellent written and verbal skills
- Friendly, professional, and client-focused
- A quick learner who enjoys improving systems and processes
- Comfortable with technology and learning new tools
- Interested in growing with a professional firm

Financial services experience is an asset but not required as long as the person is organized and eager to learn.

Compensation & Growth

- $20-$28 per hour depending on experience
- Performance incentives and bonuses available
- Flexible work schedule (full-time or part-time options available)
- Opportunity to grow as the firm expands

Job Types : Full-time, Part-time

Pay: $20.00-$28.00 per hour

Expected hours: 15 - 37 per week

Application question(s):

- What draws you to a career in financial services with MC Wealth Management and why do you believe you would be a strong fit for this role?

Work Location: Hybrid remote in Tisdale, SK

📌 Client Service Associate (Tisdale)
🏢 MC Wealth Management
📍 Tisdale