Financial Associate Wealth Advisor

1 month ago


Regina, Saskatchewan, Canada Aviso Wealth Inc Full time
Job Title: Financial Associate Wealth Advisor

Affinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working closely with existing clients and credit union members to deliver comprehensive financial strategies and recommendations.

Key Responsibilities:
  1. Assist Senior Wealth Advisors in scheduling and holding client meetings, developing financial strategies, and providing recommendations.
  2. Support office administrative duties, including client file management and compliance adherence.
  3. Promote and market the firm's investment and insurance services internally and externally.
  4. Provide support to Credit Union staff on client referrals and investment solutions.
  5. Stay informed about industry trends, product offerings, and competitors.
Requirements:
  • Post-secondary diploma or degree in a related field.
  • Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) certification.
  • Ability to complete education requirements for IIROC licensed Investment Representative.
  • Financial Planning designation or enrollment in a Financial Planning program.
What We Offer:
  • Opportunity for career progression into a Wealth Advisor role.
  • Ongoing training, coaching, and education.
  • Pleasant and professional working environment.
  • Base salary plus bonus program.


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