Wealth Associate

Innovation Credit Union Limited; North Battleford; On-site; CAD 42,000 - 62,000; Full time

Job summary

Innovation Federal Credit Union is seeking a Wealth Associate to support Wealth Advisors in delivering tailored financial solutions to members in North Battleford, Meadow Lake, or Glaslyn. You’ll assist with portfolio management, client onboarding, and documentation, enabling smooth meetings and proactive follow-ups.

This entry-level role emphasizes learning the wealth industry, digital literacy, and collaboration with cross-functional teams to meet service and growth targets.

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 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).

Responsibilities

• 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.

Skills

Financial services familiarity

Relationship-building

Attention to detail

Time management

Strong communication

Education

Grade 12 diploma

Tools

Excel

Teams

Viva

Power Automate

PowerBI

Microsoft 365

Job description

We’re looking for a Wealth Associate to join our team in one of our Advice Centre locations - Specifically North Battleford, Meadow Lake or Glaslyn

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. This is a fantastic entry‑level opportunity to learn the wealth industry, build a strong foundation in financial services, and get started on a career in wealth management.

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)!

How are we different from other Credit Unions? We've put in the work to become a federal credit union - just one of three in Canada, to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, "Made in Sask, Built for Canada."

What sets us apart:

• Commitment to Community: $1.1 million was given to local organizations last year who are making a difference


• Strong focus on Diversity and Inclusion: Nearly 26% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace


• Benefits that start when you do: Our Full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment with IFCU, no waiting period!

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 are honored and respected.