Wealth Associate

Innovation Federal Credit Union•Glaslyn, SK

7h•CA$50,056 - CA$68,828•Onsite

About The Position

We’re looking for a Wealth Associate to join our team in one of our Advice Centre locations - Specifically North Battleford, Meadow Lake or Glaslyn. 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.

Requirements

Grade 12 diploma
Some experience or familiarity in financial services, mutual funds, or brokerage operations (or a comparable mix of education/experience).
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 relationship‑builder’s mindset—professional, positive, and collaborative with members and internal partners.
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).

Nice To Haves

IFIC, CSC, Financial Planning designations or applicable courses completed or started is a benefit.
Familiarity with wealth operations in a Credit Union/ Aviso Wealth environment and comfort supporting investment conversations.

Responsibilities

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
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.