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Financial Associate Wealth Advisor

3 months ago

Regina, Canada Aviso Full time

Affinity Financial Strategies/GP Financial Services

Licensed Sales Assistant or Associate Wealth Advisor

Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities. GP Financial Services is an independent Wealth Management office with over 30 years of history providing financial planning and investment management for individuals and families.

This position is responsible for providing administrative and sales support to a Senior Wealth Advisor. As part of this team, you will be mentored by an experienced advisor and work with existing clients and credit union Members. You will act as a resource for the clients and assist the advisor in delivering comprehensive financial strategies based on individual financial needs and goals through marketing activities, file preparation, and client relationship management.

As a personable self-starter, you have what it takes to become highly successful and build the foundation for a successful career in financial services. Ideally, you have a minimum of 2 years of successful financial advisory experience, attention to detail, and a desire to learn.

Key Responsibilities

  • Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies and recommendations.
  • Share responsibility for office administrative duties and support senior representatives with the management of ongoing client relationships to ensure seamless operations and strong client engagement.
  • Create and maintain client files, adhering to compliance requirements.
  • Promote and market the firm's investment and insurance services internally and externally.
  • Provide support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with the Credit Union Act.
  • Stay informed regarding the latest trends in financial planning, investment, and insurance solutions, as well as maintain broad knowledge of product offerings and familiarity with industry competitors, current issues, and strategies.

The successful candidate will work out of our AFS/GP Financial Services office in Regina, SK. Our employees are entrepreneurial, team-oriented individuals who support a relationship-based environment. If you are looking for a new and dynamic career and have a post-secondary diploma or degree in a related field, then this may be the opportunity you have been waiting for. Preference will be given to candidates who have completed the Canadian Securities Course (CSC) or possess the Life License Qualification Program (LLQP). The successful candidate will be required to complete the education requirements to be a IIROC licensed Investment Representative in an agreed-upon time. A Financial Planning designation or enrollment in a Financial Planning program is a definite asset.

The successful candidate will benefit from the following:

  • Opportunity for career progression into a Wealth Advisor role.
  • Ongoing training, coaching, and education.
  • A pleasant and professional working environment.
  • Base salary plus bonus program.

For more information on Affinity Financial Strategies, please visit their website at: Affinity Financial Strategies.

For more information on GP Financial Services, please visit their website at: GP Financial Services.

To apply:

Send Cover Letter and Resume to the following:

gpfinancialservices@affinitywealth.ca

All responses are appreciated; however, only those invited for an interview will be contacted.

Affinity Financial Strategies is a program provided by Credential Financial Strategies 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 Credential Financial Strategies Inc.

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