Wealth Associate

Wealth Associate at Innovation Federal Credit Union Closes: November 18th Salary: $48,599 to $66,823 Temporary Full-Time (Approx. 18 months with potential to become permanent) Location: Swift Current Advice Centre 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. 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 Grade 12 diploma Some experience or familiarity in 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 relationship‑builder’s mindset—professional, 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 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) We’re a federal credit union and are proudly rooted in Saskatchewan, with a national vision we like to say, "Made in Sask, Built for Canada." 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 is honored and respected. Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr