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 Regina.

Providing licensed support through a combination of client services, investment administration, account maintenance, and advisory team service and support. This includes:

• Providing professional support to Investment Advisors and clients by assisting with account administration, new business processing, transfers, documentation, and service requests.
• Meeting with clients to provide ongoing service, administrative assistance, and guidance on wealth management products and self-directed investment platforms.
• Processing and monitoring client transactions, including trades and account transfers while ensuring accuracy and timely completion.
• Communicating with a variety of external organizations to support client requests, resolve issues, and facilitate account administration activities.
• Identifying opportunities to strengthen relationships through referrals and promotion of TCU Wealth Management products and services.
• Supporting business development initiatives by participating in networking, client education and community events.
• Supporting and fulfilling all compliance responsibilities while ensuring professional conduct and adherence to industry regulations and organizational policies.

• Knowledgeable in wealth management products and services, financial planning concepts, administrative processes and evolving regulatory and legislative requirements.
• A relationship focused individual who builds trust with existing and prospective clients and colleagues through exceptional service and a personable approach.
• A collaborative team player who works closely with advisors and internal partners to deliver solutions that address client’s unique financial needs.
• A strong communicator with well-developed skills for interacting with clients and colleagues in a positive and sincere manner, especially during negative and adverse situations.
• Committed to continuous learning and professional growth, with a passion for expanding your knowledge and contributing to the delivery of holistic wealth solutions.

And can demonstrate success through 2-3 years of sales experience, preferably in a wealth management or financial institution environment, along with having successfully completed the Canadian Investment Regulatory Exam (CIRE), and/or QAFP, then this position may be for you!

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.

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!