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Relationship Management Associate Jobs in Saskatchewan

CIBC US

Associate, Commercial Banking

Regina, SK · Hybrid

  • Retirement

This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on ...

CIBC US

Associate, Commercial Banking

Swift Current, SK · Hybrid

  • Retirement

This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on ...

CIBC US

Associate, Commercial Banking

Moose Jaw, SK · Hybrid

  • Retirement

This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on ...

CIBC

Associate, Commercial Banking

Moose Jaw, SK · Hybrid

  • Retirement

This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on ...

CIBC

Associate, Commercial Banking

Swift Current, SK · Hybrid

  • Retirement

This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on ...

CIBC

Associate, Commercial Banking

Regina, SK · Hybrid

  • Retirement

This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on ...

Brandt

Parts Product Managers

Pilot Butte, SK · On-site

They will work closely with the Customer Support Associates (CSA's), and the Parts Managers to ... Ability to maintain relationships with key customers for executive-level relationship management ...

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Showing results 21-40

All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Saskatchewan

Relationship Management Associate information

What are the key skills and qualifications needed to thrive as a relationship management associate?

To thrive as a Relationship Management Associate, you need strong interpersonal skills, a background in business or finance, and experience in client service or account management. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific certifications like FINRA licenses are commonly required. Excellent communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These abilities are vital for fostering long-term client relationships and contributing to the organization's growth and reputation.

What are some typical challenges faced by a relationship management associate, and how can they be addressed?

Relationship Management Associates often face challenges such as balancing the needs of multiple clients, handling urgent requests, and maintaining strong communication across teams. To address these, it's important to prioritize effectively, use robust organizational tools, and develop strong interpersonal skills. Regular check-ins with clients and collaboration with internal stakeholders can help ensure expectations are aligned and issues are resolved quickly.

What is the difference between Relationship Management Associate vs Client Services Associate?

AspectRelationship Management AssociateClient Services Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, corporate client managementBanking, financial services, customer support
Employer & Industry UsageInvestment firms, banks, wealth managementBanks, financial institutions, service providers
Common Search & ComparisonYesYes

The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.

Is being a relationship management associate a stressful job?

The role of a relationship management associate can involve stress due to managing client relationships, meeting targets, and handling complex issues. However, stress levels vary depending on the work environment, workload, and individual skills in communication and organization.

What does a relationship management associate do?

A relationship management associate is responsible for maintaining and strengthening client relationships, addressing client needs, and ensuring customer satisfaction. They often use communication skills, CRM tools, and industry knowledge to support client retention and business growth.

What is the work of a relationship management associate?

A relationship management associate is responsible for maintaining and strengthening relationships with clients or partners, ensuring their needs are met and fostering loyalty. They often handle communication, resolve issues, and support account management using CRM tools, typically working in a client-focused environment. Strong interpersonal and organizational skills are essential for this role.
Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Saskatchewan as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 77% Physical, 3% Hybrid, and 20% Remote job distribution.

Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

Aviso Wealth

Regina, SK • On-site

Full-time

Re-posted 3 days ago

Job description

Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent wealth management office with over 30 years of experience in financial planning and investment management for individuals and families.

The role involves supporting a Senior Wealth Advisor through administrative and sales tasks. Responsibilities include working with existing clients and credit union members, assisting in the delivery of comprehensive financial strategies tailored to individual needs and goals, managing marketing activities, preparing files, and handling client relationship management.

Qualified candidates are expected to have at least two years of relevant financial advisory experience, attention to detail, and a willingness to learn.

Key Responsibilities

  • Schedule and participate in client meetings alongside the Senior Wealth Advisor, contributing to financial strategy development.
  • Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement.
  • Create and maintain client files according to compliance standards.
  • Promote and market the firm's investment and insurance services both internally and externally.
  • Assist Credit Union staff with referrals for investment and estate solutions, in accordance with the Credit Union Act.
  • Remain current on trends in financial planning, investment, and insurance solutions; maintain broad product knowledge and familiarity with industry competitors and developments.

The position is based at the GP Financial Services/AFS office in Regina, SK. The work environment emphasizes teamwork and relationship-based service. Candidates should have completed or be enrolled in relevant post-secondary programs; completion of the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is preferred. Successful candidates must meet the education requirements to become an CIRO licensed Investment Representative within an agreed timeframe. A Financial Planning designation or enrollment in a related program is considered beneficial.

Benefits include:

  • Opportunities for advancement to a Wealth Advisor role
  • Continuing training, coaching, and education
  • Professional and collegial work environment
  • Base salary plus bonus program

For further details about Affinity Financial Strategies, visit: https://www.affinitycu.ca/investing/affinity-financial-strategies

Information about GP Financial Services is available at: https://www.gpfinancial.ca

To apply:

Submit your cover letter and resume to: gpfinancialservices@affinitywealth.ca

Responses will be acknowledged; however, only candidates selected for interviews will be contacted.

Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Apply