Wealth Associate
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Job Location:
Swift Current - Canada
Monthly Salary:
$ 48599 - 66823
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Wealth Associate
Closes: November 18th
Salary: $48599 to $66823
Temporary Full-Time (Approx. 18 months- with potential to become permanent)
Were looking for a Wealth Associate to join our team in our Swift Current Advice Centre.
If youre passionate about helping people achieve their financial goals and thrive in a fast-paced client-focused environment this is the role for you. As a Wealth Associate with Innovation Wealth and Aviso Wealth youll work closely with our Wealth Advisors to deliver exceptional service build strong relationships and provide tailored financial solutions that make a real difference in our members lives. The ideal candidate is detail-oriented proactive and driven by a genuine desire to support others in reaching their dreams. Youll assist with portfolio management prepare client documentation and ensure every interaction reflects our commitment to excellence and innovation.
The key responsibilities for this role include:
- Be the goâto support for Wealth Advisors prep member files assemble planning materials and handle dayâtoâday administrative tasks so meetings run smoothly.
- Own the little (but critical) things: ensure forms and records are complete and current update any process notes and keep internal manuals tidy and accurate.
- Help drive pipeline activitybook appointments confirm next steps and keep relationshipâbuilding on track with timely professional followâups.
- Support annual reviews and ongoing client checkâins to make sure plans stay on course and member needs are met.
- Partner across retail/wealth teams to promote investment solutions and help the team hit service and growth targets.
- Work the right wayfollow policies and procedures flag risks and keep everything compliant with regulatory and internal requirements
Community Engagement
A successful candidate must be willing to go out into the community to build relationships and help support our advisors in building relationships. Your ability to connect with potential members and establish trust will be essential to your success.
Qualifications:
- Grade 12 diploma
- Some experience or familiarityin financial services mutual funds or brokerage operations (or a comparable mix of education/experience).
- IFIC CSC Financial Planning designations or applicable courses completed or started is a benefit.
- Detail focus strong time management and a knack for anticipating what the member or advisor needs next.
- Confidence working toward goals/targets and contributing to team results with service excellence and product knowledge.
- A relationshipâbuilders mindsetprofessional positive and collaborative with members and internal partners.
- Nice to have: familiarity with wealth operations in a Credit Union/ Aviso Wealth environment and comfort supporting investment conversations.
- Proficient in digital literacy including (but not limited to) critical thinking problem solving and navigation using digital solutions.
- Use and comfortability with a variety of Microsoft 365 applications (Excel Teams Viva Power Automate PowerBI).
We live our valuesAccountability Integrity Respectand were proudly memberâobsessed in how we show up for our communities
ABOUT US
Hi! Were Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values Accountability Integrity and Respect and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!
How are we different from other Credit Unions Weve put in the work to become a federal credit union - just one of three in Canada to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan but our vision is national or as we like to say Made in Sask Built for Canada.
What sets us apart:
- Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
- Strong focus on Diversity and Inclusion: Nearly 26% of InnovationNation proudly identifies as part of a designated group reflecting our strong commitment to fostering a diverse workplace
- Benefits that start when you do: Our Full-time staff participate in a 7% employer-matched pension plan extended health benefits employee and family assistance program and a staff loan rate. These benefits all start on Day 1 of employment with IFCU no waiting period!
Mutual Funds and other securities are offered through Aviso Wealth a division of Aviso Financial Inc.
Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Discover a secure and easy-to-use online banking account with no hidden fees. Innovation has you covered with our convenient online banking options. Join us!
