Wealth Associate: Client-Focused Support

4 weeks ago


Swift Current, Canada Innovation Federal Credit Union Full time

A financial services organization in Swift Current is seeking a Wealth Associate to support their Wealth Advisors. This entry-level role involves managing client files, assisting with portfolio management, and ensuring excellent client interactions. The ideal candidate should be detail-oriented and possess strong time management skills. Familiarity with financial services is a plus. This is a full-time temporary position with potential for permanency.
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  • Swift Current, Canada Innovation Federal Credit Union Full time

    A financial services organization in Swift Current is seeking a Wealth Associate to support their Wealth Advisors. This entry-level role involves managing client files, assisting with portfolio management, and ensuring excellent client interactions. The ideal candidate should be detail-oriented and possess strong time management skills. Familiarity with...

  • Wealth Associate

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