Financial Services Assistant / Associate Investment Advisor

Position Description: Client Service Associate Location: Saskatoon Reports To: Senior Financial Advisor 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. Please reply with your CV and an introductory letter with an outline of why you feel this role is a good fit for you along with examples of how you’ve previously worked towards efficiency and success. Submit through LinkedIn or to [email protected] The information on this page was prepared by Daryl Cooper who is an Investment Advisor with iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained on this page is taken from sources we consider reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation as of the publication date and may change without notice. Furthermore, they do not constitute an offer or a solicitation to buy or sell the securities mentioned. The information contained herein may not be suitable for all types of investors. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and trade name under which iA Private Wealth Inc. operates.

Provide comprehensive administrative and operational support, including calendar management, client onboarding, and CRM upkeep. Act as a primary liaison between the business, clients, and external partners to ensure smooth daily operations.

Requires 3-5+ years of experience in operations and executive assistance, preferably within the financial services or investment industry. Candidates must demonstrate strong organizational skills and alignment with the firm's faith-based ethical foundation.

• Bonus

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Executive Assistance
• Operations Management
• Client Relationship Management
• CRM Management
• Calendar Management
• Client Onboarding
• Administrative Support
• Written Communication
• Verbal Communication
• Organizational Skills
• Confidentiality
• Compliance

• Finance & Accounting
• Administrative
• Customer Service & Support
• Management & Leadership

Expérience minimale

5+ ans

Postuler avant le

9 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte