Financial Associate Wealth Advisor

1 month ago

Regina, Saskatchewan, Canada Aviso Wealth 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.

Key Responsibilities:
  1. Assist Senior Wealth Advisors in scheduling and holding client meetings, developing financial strategies, and making recommendations.
  2. Share responsibility for office administrative duties, including client file management and compliance adherence.
  3. Promote and market firm's investment and insurance services internally and externally.
  4. Support Credit Union staff in referring qualified clients for investment and estate solutions.
  5. Stay informed about the latest trends in financial planning, investment, and insurance solutions.
Requirements:
  • Post-secondary diploma or degree in a related field.
  • Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) certification.
  • Ability to work in a team-oriented environment and support a relationship-based approach.
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.

For more information about Affinity Financial Strategies and GP Financial Services, please visit their websites at https://www.affinitycu.ca/investing/affinity-financial-strategies and https://www.gpfinancial.ca respectively.

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