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 Financial Associate Wealth Advisor to join our team.

This is an excellent opportunity for a self-starter to build a successful career in financial services. As a Financial Associate Wealth Advisor, you will work closely with a Senior Wealth Advisor to provide administrative and sales support to our clients.

Key Responsibilities:
  1. Assist in scheduling and holding client meetings to develop financial strategies and recommendations.
  2. Support senior representatives in managing ongoing client relationships and office administrative duties.
  3. Ensure compliance with regulatory requirements by maintaining accurate client files.
  4. Promote and market our investment and insurance services to clients and credit union staff.
  5. Stay up-to-date with industry trends and product offerings to provide expert advice to clients.

The successful candidate will work in a dynamic and entrepreneurial environment, supporting a relationship-based approach to client service. If you have a post-secondary diploma or degree in a related field and are looking for a new challenge, we encourage you to apply.

We offer a competitive base salary, bonus program, and opportunities for career progression. If you are a motivated and detail-oriented individual with a passion for financial services, we would like to hear from you.



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