Wealth Associate (Administrative)

CFS Wealth Associate

Full Time, Temporary – 7 Months

Credential Financial Strategies (CFS) is seeking a highly organized individual with exceptional administrative skills to join our team as a CFS Wealth Associate. This is a temporary full-time contract from February 2024 to August 2024 with the possibility of an extension. The individual we are seeking should be local or within a reasonable commute to Weyburn, SK.

As a CFS Wealth Associate, you will be working behind the scenes to ensure our CFS office operates smoothly. You will provide administrative support to the CFS Wealth Advisors by contacting and coordinating client appointments and processing financial transactions and documentation for a variety of insurance and investment products.

The starting salary for this position is $26.63.

As a team member you will enjoy:

· Above market compensation package including comprehensive employee benefits and a wellness balance.

· Regular social events and discounted employee banking.

· Health & Dental benefits after 3 months.

· Work/life balance including paid personal time and above-industry vacation accrual.

· Career development and advancement opportunities.

Your Spark:

· Minimum grade 12 education.

· Minimum 1-3 years of related work experience.

· Administrative experience is preferred.

· Working knowledge of computer programs including Microsoft Word and Excel.

· Must have excellent time-management, organization, and interpersonal skills.

· Strong attention to detail and accuracy.

All interested candidates should submit a resume by email to recruitment@weyburncu.ca by February 12, 2024. Please note, only applicants selected for interviews will be contacted.

Job Types: Full-time, Fixed term contract

Salary: $26.63-$28.98 per hour

Expected hours: 37.5 per week

Benefits:

• Company events
• Dental care
• Flexible schedule
• Wellness program

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday
• No weekends

Education:

• Secondary School (required)

Experience:

• Administrative experience: 2 years (required)

Ability to Commute:

• Weyburn, SK S4H 0G5 (required)

Work Location: In person