Wealth Advisory Support Associate

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...

A leading financial institution in Regina is seeking a PIA Client Service Associate to support Investment Advisors. Responsibilities include preparing documentation, client communication, and ensuring a high level of service. Ideal candidates will have strong communication skills and a willingness to complete necessary certifications. A commitment to...

A 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...

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...

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...

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...

Thrive 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...

**Location: Various Saskatchewan Locations** Thrive Wealth Management 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...

A 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....

A 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....