Financial Associate Wealth Advisor
1 month ago
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:- Assist in scheduling and holding client meetings to develop financial strategies and recommendations.
- Support senior representatives in managing ongoing client relationships and office administrative duties.
- Ensure compliance with regulatory requirements by maintaining accurate client files.
- Promote and market our investment and insurance services to clients and credit union staff.
- 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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Financial Associate Wealth Advisor
3 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...
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Financial Associate Wealth Advisor
3 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...
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Financial Associate Wealth Advisor
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob Title: Financial Associate Wealth AdvisorAffinity 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...
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Financial Associate Wealth Advisor
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob Title: Financial Associate Wealth AdvisorAffinity 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...
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Financial Associate Wealth Advisor
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies/GP Financial Services is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, including scheduling and holding client meetings, developing...
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Financial Associate Wealth Advisor
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeJob Title: Financial Associate Wealth AdvisorAffinity 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...
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Financial Associate Wealth Advisor
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeJob Title: Financial Associate Wealth AdvisorAffinity 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...
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Financial Associate Wealth Advisor
1 week ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, working with existing clients and credit union...
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Financial Associate Wealth Advisor
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support to existing clients and credit union...
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Financial Associate Wealth Advisor
2 months ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or 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...
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Financial Associate Wealth Advisor
2 months ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or 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...
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Financial Services Representative
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support, delivering comprehensive...
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Financial Insurance Advisor
1 month ago
Regina, Saskatchewan, Canada Serenia Life Financial Full timeAbout Serenia Life FinancialWe are a company that has been helping people protect their loved ones and live generously for close to a century. Our philosophy is to understand our clients' financial needs and provide proactive solutions.Job SummaryWe are seeking a motivated and self-starting Financial Insurance Advisor to join our team. As a Financial...
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Financial Insurance Advisor
1 month ago
Regina, Saskatchewan, Canada Serenia Life Financial Full timeAbout Serenia Life FinancialWe are a company that has been helping people protect their loved ones and live generously for close to a century. Our philosophy is to understand our clients' financial needs and provide proactive solutions.Job SummaryWe are seeking a motivated and self-starting Financial Insurance Advisor to join our team. As a Financial...
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Financial Insurance Advisor
2 weeks ago
Regina, Saskatchewan, Canada Serenia Life Financial Full timeAbout Serenia Life FinancialAt Serenia Life Financial, we're dedicated to helping Canadians achieve financial security through leading-edge products and services. Our philosophy is centered around understanding our clients' financial needs and providing proactive solutions.Job SummaryWe're seeking a motivated and self-starting Financial Insurance Advisor to...
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Wealth Management Expert
2 weeks ago
Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full timeUnlock Your Potential as a Wealth AdvisorBecoming a Wealth Advisor with Connor Clark and Lunn Financial Group may be the key to a fulfilling and successful career. As one of Canada's largest independent and privately held discretionary investment managers, we offer a unique opportunity to help clients achieve their financial goals.About the Role:Work with...
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Wealth Management Specialist
4 weeks ago
Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full timeUnlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...
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Wealth Management Specialist
4 weeks ago
Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full timeUnlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...
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Financial Planner
3 weeks ago
Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full timeWealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're seeking a skilled Wealth Advisor to join our team. As a key member of our organization, you'll play a vital role in helping clients achieve their unique financial goals.About the RoleAs a Wealth Advisor, you'll be responsible for providing expert guidance and advice to clients on their...
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Financial Planner
3 weeks ago
Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full timeWealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're seeking a skilled Wealth Advisor to join our team. As a key member of our organization, you'll play a vital role in helping clients achieve their unique financial goals.About the RoleAs a Wealth Advisor, you'll be responsible for providing expert guidance and advice to clients on their...