Financial Associate Wealth Advisor

3 weeks ago

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

Affinity 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 Responsibilities:
  • Schedule and hold client meetings with Senior Wealth Advisors and support in developing appropriate financial strategies and recommendations.
  • Share responsibility of office administrative duties and support senior representatives with the management of ongoing client relationships to ensure seamless operations and a strong client engagement.
  • Creates and maintains client files, adhering to compliance requirements.
  • Promotes and markets firm's investment and insurance services internally and externally.
  • Provides support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act.
  • Stay informed with regard to the latest trends in financial planning, investment, and insurance solutions, broad knowledge of the product offerings and familiarity with industry competitors, current issues, and strategies.
Requirements:
  • Post-secondary diploma or degree in a related field.
  • Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) preferred.
  • Strong communication and interpersonal skills.
  • Ability to work in a team environment.
  • High level of organization and attention to detail.
What We Offer:
  • Opportunity for career progression into a Wealth Advisor role.
  • On-going training, coaching, and education.
  • A pleasant and professional working environment.
  • Base salary plus bonus program.

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