Wealth Coordinator or Associate Wealth Advisor
3 weeks ago
OverviewAffinity 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 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 ResponsibilitiesSchedule and participate in client meetings alongside the Senior Wealth Advisor, contributing to financial strategy developmentShare responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagementCreate and maintain client files according to compliance standardsPromote and market the firm\'s investment and insurance services both internally and externallyAssist Credit Union staff with referrals for investment and estate solutions, in accordance with the Credit Union ActRemain current on trends in financial planning, investment, and insurance solutions; maintain broad product knowledge and familiarity with industry competitors and developmentsThe 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.BenefitsOpportunities for advancement to a Wealth Advisor roleContinuing training, coaching, and educationProfessional and collegial work environmentBase salary plus bonus programHow to applySubmit your cover letter and resume to: gpfinancialservices@affinitywealth.caResponses 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. #J-18808-Ljbffr
-
Wealth Coordinator or Associate Wealth Advisor
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full time $45,000 - $75,000 per yearAffinity 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 Coordinator
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full time $40,000 - $80,000 per yearWealth CoordinatorAffinity Financial Strategies ("AFS") presently has an opening for a Wealth Assistant. 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.This position is responsible for providing administrative and sales...
-
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...
-
Wealth Coordinator
2 weeks ago
Regina, Canada Aviso Wealth Full timeWealth CoordinatorAffinity Financial Strategies (“AFS”) presently has an opening for a Wealth Assistant. 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.This position is responsible for providing administrative and sales...
-
Wealth Coordinator | Path to Wealth Advisor
3 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....
-
Wealth Coordinator | Path to Wealth Advisor
3 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....
-
Wealth Advisor
2 weeks ago
Regina, Canada Thrive Wealth Management Full timeThrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...
-
Wealth Coordinator
2 weeks ago
Regina, Saskatchewan, Canada Aviso Full time $45,000 - $90,000 per yearWealth CoordinatorAffinity Financial Strategies ("AFS") presently has an opening for a Wealth Assistant. 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.This position is responsible for providing administrative and sales...
-
Wealth Coordinator or Associate Wealth Advisor
3 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...
-
Wealth Coordinator: Path to Advisor
1 week ago
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...
