Financial Services Assistant / Associate Investment Advisor

iA Private Wealth; Saskatoon; On-site; CAD 45,000 - 65,000; Full time

Job summary

iA Private Wealth in Saskatoon is seeking a Client Service Associate to support the Investment Advisor and the office across operations, client intake and workflow coordination. You will manage calendars, onboarding, CRM upkeep and communications, ensuring client data is accurate and processes run smoothly.

The role emphasizes executive support, operational excellence and collaboration within a Christian-values-based environment, with compensation tied to experience and performance.

Qualifications

• 3–5+ years of relevant experience.
• Operational experience in a mature environment is required.
• Executive assistant experience is required.
• Financial services or investment industry experience is preferred.
• Excellent written and verbal communication; ability to handle confidential information.

Responsibilities

• Provide end-to-end administrative and operational support.
• Manage diary, calendar and email; schedule appointments.
• Coordinate client onboarding and file documentation.
• Maintain CRM and databases; ensure data accuracy.
• Follow up with clients, leads, partners and suppliers.

Skills

Organizational skills

Written communication

Verbal communication

Independence

Judgment

Tools

CRM software

Database knowledge

Job description

Position Description: Client Service Associate

Compensation:Competitive salary + bonus

Career Growth:Based on career aspirations and compatibility

Mission & Values

Join a Christ filled, faith-based financial services firm dedicated to integrity, service, and community stewardship. This role is essential in delivering ethical financial guidance, fostering client trust, and supporting the continued growth of our organization.

About the Opportunity

A niche financial investment office based in Saskatoon seeking an experienced Client Service Associate to work closely with the Investment Advisor, Daryl Cooper of Daryl Cooper Wealth Management at iA Private Wealth across all aspects of running the business.

This is a broad, trusted support role covering executive assistance, operations, client relationship management and systems coordination.

The investment team ethos operates on a foundation of Christian values including truth, transparency integrity, honesty, clarity, diligence, humility and patience.These values are central to how the business runs and how it works with clients and partners.

Whilst the successful candidate does not have to be Christian, the role does require a genuine alignment with and comfort working within, this ethical and cultural foundation day to day.

The Role

You'll provide dependable, end-to-end administrative and operational support in order that leadership, clients and internal systems are consistently well looked after. Day to day, this includes:

• Diary, calendar and email management.
• Appointment scheduling and confirmations.
• Client onboarding and file coordination.
• CRM and database upkeep.
• Following up with clients, leads, partners and suppliers.
• Tracking tasks, deadlines and deliverables.
• Supporting workflow and process improvement.
• Acting as a liaison between the business, clients and external contacts.
• Assisting with events, meetings, reporting and special projects.
• General operational support to keep the business running smoothly.
• Competitive salary commensurate with experience.

What We're Looking For

• 3-5+ years of relevant experience - this is not an entry level role.
• Operational experience is required. You need a proven track record managing operations, systems or administrative functions at a mature level.
• Executive assistant experience is required.
• Financial services or investment industry experience is preferred as there is scope to take relevant financial qualifications (fully supported) to work closely with the Investment Advisor to shadow investments and operations.
• Strong organizational skills, sound judgment and the ability to work independently without close supervision.
• Excellent written and verbal communication, with the discretion to handle confidential client and business information appropriately.
• Comfort working within a compliance minded environment given the regulated nature of the business.

Nice to Have

• Interest in eventually pursuing licensing within the Canadian securities industry (not required, but valued)

Why This Role

This is a role with real responsibility and trust attached to it, working directly alongside the Director on the things that keep the business running well. Compensation will reflect the experience, trust and contribution the right person brings. Remuneration is above average for the right person.

If you have the operational and administrative background this role calls for, and you're looking for a workplace where your values and your work are aligned, we'd like to hear from you.