Wealth Associate

Job Details

Description

Wealth Associate

Closes : February 6

Salary : $48,599 to $66,823

Temporary Full-Time (Approx. 18 months- with potential to become permanent)

We’re looking for a Wealth Associate to join our team in our Swift Current Advice Centre.

If you’re 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, you’ll 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. You’ll assist with portfolio management, prepare client documentation, and ensure every interaction reflects our commitment to excellence and innovation. This is a fantastic entry‑level opportunity to learn the wealth industry, build a strong foundation in financial services, and get started on a career in wealth management.

The key responsibilities for this role include :

• Be the go‑to support for Wealth Advisors —prep member files, assemble planning materials, and handle day‑to‑day 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 activity—book appointments, confirm next steps, and keep relationship‑building on track with timely, professional follow‑ups.
• Support annual reviews and ongoing client check‑ins 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 way—follow 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 :

We live our values— Accountability, Integrity, Respect —and we’re proudly member‑obsessed in how we show up for our communities

ABOUT US

Hi! We’re 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? We've 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 :

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 Canada. In 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.