Wealth Services Associate

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Full Time Wealth Services Associate, located in Saskatoon at our Stonebridge Advice Centre.

As the Wealth Services Associate you will be….

Responsible for providing professional administrative support and service to the Wealth Team and their clients. This includes:

• Reviewing notes from client meetings, gathering data and preparing documentation required for the appointments.
• Meeting with clients to provide ongoing service and support in a timely and responsive manner.
• Communicating with a variety of external organizations in problem-solving client situations.
• Performing administrative tasks such as scheduling appointments, inputting client notes, ensuring paperwork processes correctly and assisting with marketing activities.
• Supporting and fulfilling all related compliance responsibilities.
• Maintaining up-to-date product and industry knowledge.

As the Wealth Services Associate you are ….

• An accomplished individual with a thorough understanding of wealth management, financial products and services, and current legislation related to registered plans.
• Highly organized with exemplary time management skills, able to prioritize daily work and plan for deadlines, peak periods and unexpected situations where decisions are extremely time sensitive.
• A strong communicator with well-developed skills for interacting with clients and the team in a positive and sincere manner especially during negative and adverse situations.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 2-3 years of administrative experience, preferably in a wealth management or financial institution environment, along with a background in customer/client service and support, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members.

In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Tuesday, February 20, 2024.

Please submit your resume and cover letter to:

Human Resources Department

TCU Financial Group

Email: hr@tcu.sk.ca

Web site: www.tcufinancialgroup.com

Job Types: Full-time, Permanent

Salary: $55,000.00-$70,000.00 per year

Benefits:

• Company events
• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Profit sharing
• Vision care
• Wellness program

Schedule:

• Day shift
• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus pay

Work Location: In person

Application deadline: 2024-02-20