Wealth Coordinator or Associate Wealth Advisor
2 weeks ago
Overview 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. 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. Qualifications At least two years of relevant financial advisory experience. Attention to detail and willingness to learn. 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. A Financial Planning designation or enrollment in a related program is considered beneficial. The position is based at the GP Financial Services/AFS office in Regina, SK; candidates should be prepared to meet CIRO licensing education requirements within an agreed timeframe. Benefits 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 How 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. #J-18808-Ljbffr
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Wealth Coordinator or Associate Wealth Advisor
2 weeks ago
Regina, Canada Aviso Wealth Full timeOverview 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...
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Wealth Coordinator | Path to Wealth Advisor
4 weeks ago
Regina, Canada Aviso Full timeA financial services provider in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor in providing financial planning and investment services. Responsibilities include managing client relationships and marketing the firm’s services. Candidates should have relevant experience and willingness to learn....
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Wealth Coordinator | Path to Wealth Advisor
4 weeks ago
Regina, Canada Aviso Full timeA financial services provider in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor in providing financial planning and investment services. Responsibilities include managing client relationships and marketing the firm’s services. Candidates should have relevant experience and willingness to learn....
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Wealth Coordinator or Associate Wealth Advisor
4 weeks ago
Regina, Canada Aviso Full timeOverviewAffinity Financial Strategies (AFS), in partnership with GP Financial Services, seeks 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...
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Wealth Coordinator or Associate Wealth Advisor
4 weeks ago
Regina, Canada Aviso Full timeOverviewAffinity Financial Strategies (AFS), in partnership with GP Financial Services, seeks 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...
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Regina, Canada Aviso Full timeA financial services provider is seeking a Wealth Coordinator or Associate Wealth Advisor in Regina, SK. The role includes managing client meetings, supporting office administration, and promoting financial services. Candidates should have financial advisory experience and be willing to complete necessary licensing education. This position offers a base...
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