Financial Associate Wealth Advisor
1 month ago
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:- Assist Senior Wealth Advisors in scheduling and holding client meetings, developing financial strategies, and providing recommendations.
- Support office administrative duties, including client file management and compliance adherence.
- Promote and market the firm's investment and insurance services internally and externally.
- Provide support to Credit Union staff on client referrals and investment solutions.
- Stay informed about industry trends, product offerings, and competitors.
- 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.
- 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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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
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 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...
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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 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...
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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 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...