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Added 25 mins ago
IS
Wealth Services Assistant
Island Savings
Victoria, BC
- $49,100 to $66,000 CAD / year
- Full-time
May require completion of CIRE for Investment Representative under CIRO licensed
Added 40 mins ago
SH
Materials Management Technician - Non-Certified
Southern Health-Santé Sud
Portage la Prairie, MB
- Full-time
…our partners within and throughout our diverse region: seven First Nations Communities, Francophone, Métis, Mennonite and Hutterite communities as well as a growing number of immigrants…
Added 41 mins ago
V
Financial Services Representative - Blundell Centre
Vancity
Richmond, BC
- Part-time
As a Financial Services Representative, you’ll be the first point of contact for our members - making it easier to bank with us, earning their trust, and creating a personalized member…
Added 1 hour ago
Recreation Worker
HealthCareersInSask.ca
Coronach, SK
Must be available a minimum of two (2) days per week
Added 1 hour ago
Recreation Worker
HealthCareersInSask.ca
Lampman, SK
Must be available a minimum of two (2) days per week
Added 1 hour ago
H
Office Administrative Assistant
HealthCareersInSask.ca
Swift Current, SK
- Part-time
One (1) year experience in an office environment
Added 1 hour ago
Sales Representative - Uniform
Cintas
Langley (District), BC · Langley, BC
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Saint John, NB
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Toronto, ON
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
TC
Scheduler
Turner Construction | Canada
Toronto, ON
- Full-time
A comprehensive benefits program starting on your first day, including End-of-Year Premium Pay, healthcare and dental coverage, Registered Retirement Savings Plan (RRSP) matching, and more.
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Fredericton, NB
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Regina, SK
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Saskatoon, SK
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Moncton, NB
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Vancouver, BC
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Kitchener, ON
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Calgary, AB
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Ottawa, ON
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
AB · Edmonton, AB
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Victoria, BC
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Burlington, ON
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
CC
Sales Representative - Facility Services
Cintas Canada
AB · Edmonton, AB
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Winnipeg, MB
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…
Added 1 hour ago
D
Senior Consultant - SAP Tax and Revenue Management (TRM) - R8dius
Deloitte
Halifax, NS
- Full-time
…wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible…

Island Savings

Wealth Services Assistant

Victoria, BC, Canada

$49,100 to $66,000 CAD / year · Full-time

Apply on LinkedIn About employer

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Job details

Pay: $49,100 to $66,000 CAD / year
Job type: Full-time
Apply by: Dec 10, 2026
Education: High school diploma
Posting language: English
Posted: Nov 10, 2026

Original job description

Job Description

We are currently seeking a Wealth Services Assistant to join our Mayfair Branch team in Victoria.

The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include assisting in the preparation of client meetings, transaction documentation and participating in campaigns or special projects. Please note, this role may be required to work out of a wealth management centre.

Here’s what would be included as a part of your typical day

Sales and Service Strategy: Answers and responds to routine member phone calls and/or emails; proactively contacts members and assists with updates to member information; schedules member appointment on behalf of advisor; screens members and identifies opportunities to refer to other FW lines of business.
Member Transactions: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been processed.
Marketing Support: Organizes on or off-site seminars; prepares invitations and follows up with members to confirm attendance; identifies potential new members/prospects.
Administrative Support: Monitors the advisor’s diary and ensures annual review letters are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; starts the financial plan for the Senior Wealth Advisor to complete; completes any required documentation as instructed by advisor; maintains up to date and accurate member files.
Trades: Discusses and process trades when required on behalf of the member.
Risk Management: Maintains a professional standard of conduct at all times while promoting a positive image of the organization. Ensures compliance with all audit and risk management requirements and all other internal policies.

Required Skills, Experience & Qualifications

High School Diploma required
May require completion of CIRE for Investment Representative under CIRO licensed
Note: Some employees in this role will be required to become licensed depending on the Senior Wealth Advisor they are assigned to support.
2 years in a financial institution or brokerage firm as an investment advisor assistant required
1 year of experience in an administrative or marketing role preferred
Demonstrated interpersonal and written communication skills
Proven organizational skills with attention to detail
Ability to multi-task and prioritize tasks to meet deadlines
Proficient in computer software programs, e.g. Microsoft Office, and customer relationship management programs.
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our Compensation Has Three Parts

Base Salary: $49,100 to $66,600
Performance Bonus: Competitive bonus based on the revenue of the portfolio(s) supported
Annual Incentive: Eligible for the annual corporate Short-Term Incentive Plan

The total compensation potential may be approximately $75,000 to $85,000, with actual total compensation varying above or below this amount based on individual and portfolio performance.

About Us

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back - in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement On AI Use

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement Of Genuine Vacancy

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Apply on LinkedIn About employer

More about this job

Responsibilities

Provides administrative and marketing support to Senior Wealth Advisors, responds to routine member inquiries, schedules appointments, and assists with client meetings and campaigns. Prepares and follows up on transaction documentation, supports financial planning and member reviews, maintains accurate files, and helps ensure compliance with risk and internal policies.

Requirements

A high school diploma is required, along with two years of experience as an investment advisor assistant at a financial institution or brokerage firm; one year in an administrative or marketing role is preferred. Candidates should have strong communication, organizational, multitasking, and computer skills, and may need to complete CIRE licensing requirements depending on the advisor supported.

Skills

Interpersonal Communication
Written Communication
Organization
Attention To Detail
Multitasking
Prioritization
Microsoft Office
Member Service
Transaction Documentation
Marketing Support
Risk Management
Compliance

Benefits

Mental Health Coverage
Customizable Health Benefits
Topped-Up Parental Leave
Performance-Based Compensation
Employee Banking Advantages
Group RRSP Matching
Vacation Time
Flexible Work Arrangements
Paid Volunteer Time Off
In-House Training
LinkedIn Learning
External Course Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Senior Wealth Advisor
Investment Advisor Assistant
Financial Institution
Brokerage Firm
Member Service
Client Inquiries
Appointment Scheduling
Client Meetings
Transaction Documentation
Member Transactions
Trade Processing
Marketing Support
Seminar Organization
Prospect Identification
Financial Planning
Annual Reviews
Member Data
Member Files
Risk Management
Compliance
Audit Requirements
CIRE
CIRO
Microsoft Office
Written Communication
Interpersonal Communication

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Work requirements

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