Financial Services Associate

1 week ago


Regina, Saskatchewan, Canada Aviso Wealth Inc Full time

Aviso Wealth Inc is a wealth management provider offering financial planning, investments, and insurance services to its clients. We have an exciting opportunity for a Financial Services Associate to join our team.

About the Role

This position provides administrative and sales support to our Senior Wealth Advisor. As part of this team, you will be mentored by an experienced advisor and work with existing clients and their communities. Your responsibilities will include:

  • Scheduling and holding client meetings with the Senior Wealth Advisor and supporting in developing appropriate financial strategies and recommendations.
  • Sharing responsibility for office administrative duties and supporting senior representatives with managing ongoing client relationships to ensure seamless operations and strong client engagement.
  • Promoting and marketing our firm's investment and insurance services internally and externally.
  • Providing support to Credit Union staff on referring qualified clients for investment and estate solutions, subject to compliance with the Credit Union Act.
  • Staying informed about the latest trends in financial planning, investment, and insurance solutions, with broad knowledge of product offerings and familiarity with industry competitors, current issues, and strategies.

The successful candidate will work out of our AFS/GP Financial Services office in Regina, SK. If you are looking for a new and dynamic career and have a post-secondary diploma or degree in a related field, then this may be the opportunity you have been waiting for.

About You

We are looking for a motivated individual who has:

  • A post-secondary diploma or degree in a related field.
  • Completed the Canadian Securities Course (CSC) or possess the Life License Qualification Program (LLQP).
  • The ability to complete the education requirements to become a IIROC licensed Investment Representative within an agreed-upon timeframe.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
Benefits

We offer a competitive salary range of $60,000 - $80,000 per year, based on experience, plus a bonus program. In addition, we provide ongoing training, coaching, and education opportunities to support your growth and development in the role. Our office environment is pleasant and professional, and we value work-life balance.



  • Regina, Saskatchewan, Canada Sage Professional Services Full time

    About Sage Professional ServicesAt Sage Professional Services, we are committed to providing exceptional financial services to our clients. Our team of experts is dedicated to delivering high-quality bookkeeping and accounting solutions that meet the unique needs of each business.Job Description:Financial Services SpecialistWe are seeking a highly skilled...


  • Regina, Saskatchewan, Canada BULLET EXPRESS INC. Full time

    Job OverviewBullet Express Inc. is seeking a detail-oriented Financial Operations Associate to join our team.Estimated Salary:$62,000 - $80,000 per year, depending on location and experience.Key ResponsibilitiesAccounting and Bookkeeping: Maintain general ledgers and financial statements, reconcile accounts, and prepare trial balance of books.Payroll and...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Role OverviewWe are seeking a skilled and motivated Financial Services Professional to join our team as a Licensed Sales Assistant or Associate Wealth Advisor.About the CompanyAffinity Financial Strategies, in partnership with GP Financial Services, is a wealth management provider offering financial planning, investments, and insurance solutions to...


  • Regina, Saskatchewan, Canada Wolfond Financial Full time

    Wolfond Financial is seeking an experienced Senior Administrative Financial Coordinator to join our team in Regina. This is a full-time role with a competitive salary ranging from $40,000 to $75,000 per year.About the RoleWe are looking for a highly organized and detail-oriented individual to support our growing practice. The successful candidate will be...


  • Regina, Saskatchewan, Canada Employment Network Canada Inc. Full time

    About the RoleAs a Senior Financial Services Professional with Employment Network Canada Inc., you will be responsible for providing highly personalized financial planning services and focused, strategic investment philosophies to help individuals and families across Western Canada achieve their financial goals.About the CompanyOur client is 'above the rest'...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Role OverviewWe are seeking a highly motivated and detail-oriented Licensed Sales Assistant or Associate Wealth Advisor to join our team at Affinity Financial Strategies/GP Financial Services in Regina, SK. As a key member of our team, you will provide administrative and sales support to a Senior Wealth Advisor, assisting with client meetings, developing...


  • Regina, Saskatchewan, Canada Sage Professional Services Full time

    About Sage Professional ServicesWe are a reputable company providing professional services to our clients.Job Title: Financial Accountant SpecialistEstimated Salary: $50,000 - $65,000 per year.Job Description:We are seeking an experienced Financial Accountant Specialist to join our team. The ideal candidate will have 1-2 years of experience in financial...


  • Regina, Saskatchewan, Canada Conexus Venture Capital Inc Full time

    We are seeking a seasoned administrative professional to join our team as a Senior Wealth Associate. In this role, you will provide world-class support to our advisors and contribute to the success of Thrive Wealth Management.About ThriveThrive is a wealth management subsidiary of Conexus Credit Union, serving members of credit unions and their communities....

  • Food Service Associate

    2 months ago


    Regina, Saskatchewan, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Food Service Associate to join our team at beBee Professionals in Regina. As a Food Service Associate, you will be responsible for taking customer orders, preparing food items, and providing excellent customer service at our food counter.Key Responsibilities:Taking customer orders and preparing food items according to customer...

  • Accounting Associate

    3 weeks ago


    Regina, Saskatchewan, Canada NEW DISCOVERY LINES INC Full time

    About the RoleWe are seeking a skilled Accounting Associate to join our team at NEW DISCOVERY LINES INC. As an Accounting Associate, you will be responsible for performing various accounting tasks, including calculating fixed assets and depreciation, maintaining general ledgers, and preparing financial reports.Key ResponsibilitiesCalculate fixed assets and...


  • Regina, Saskatchewan, Canada This is an IT support group Full time

    Embark on a dynamic career as an Associate Area Manager with RBC Dominion Securities, Canada's leading wealth management firm. Our comprehensive Total Rewards Program offers bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.This role is part of our high-performing team that oversees all aspects of the branch,...


  • Regina, Saskatchewan, Canada Royal Bank of Canada Full time

    The Royal Bank of Canada is seeking a highly skilled and motivated Financial Services Consultant to join its team in Regina, Canada.As a Financial Services Consultant, you will be responsible for providing exceptional client service and sales expertise to clients in all areas of the branch and community. Your primary goal will be to maximize each client...


  • Regina, Saskatchewan, Canada Abdul Qadir Jillani Services I Full time

    About the RoleWe are seeking a detail-oriented Financial Accountant Assistant to join our team at Abdul Qadir Jillani Services I. This is a permanent position with a 35-hour workweek.Key ResponsibilitiesCalculate and prepare cheques for payroll, ensuring timely payments to employees.Manage fixed assets and accurately calculate depreciation to optimize...


  • Regina, Saskatchewan, Canada Abdul Qadir Jillani Services I Full time

    At Abdul Qadir Jillani Services I, we are looking for a skilled Retail Sales Associate to join our team. As a key member of our sales floor, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for all customers.


  • Regina, Saskatchewan, Canada Abdul Qadir Jillani Services I Full time

    Job OverviewWe are seeking a motivated and customer-focused Retail Sales Associate to join our team at Abdul Qadir Jillani Services I. In this role, you will be responsible for providing excellent customer service, managing cash transactions, and maintaining a clean and organized store environment.


  • Regina, Saskatchewan, Canada Employment Network Canada Inc. Full time

    Explore a lucrative career as a Financial Advisor with Employment Network Canada Inc.This role offers the chance to work independently, providing personalized financial planning services and tailored investment solutions to individuals and families across Western Canada.The selected candidate will have the opportunity to develop trusted relationships with...


  • Regina, Saskatchewan, Canada G&F TRANSPORT INC. Full time

    About the RoleWe are seeking a detail-oriented Financial Services Coordinator to join our team at G&F TRANSPORT INC. This is a permanent position with a salary of $60,000 per year and 35 to 40 hours of work per week.Job DescriptionCalculate and prepare cheques for payroll and fixed assets, ensuring accurate and timely payments.Maintain general ledgers and...


  • Regina, Saskatchewan, Canada Save-On-Foods Full time

    With over 175 stores and nearly 22,000 team members, Save-On-Foods is a leading grocery retail company in Western Canada.We are hiring for a Customer Service Associate at our Regina South location in SK. The role involves working evenings and weekends, with a preferred availability of 24-40 hours per week.About the RoleAs a Customer Service Associate, you...


  • Regina, Saskatchewan, Canada Abdul Qadir Jillani Services I Full time

    Job DescriptionWe are seeking a skilled and customer-focused Retail Sales Associate to join our team at Abdul Qadir Jillani Services I. As a key member of our sales team, you will be responsible for delivering exceptional customer service, maintaining a clean and organized store environment, and achieving sales targets.Responsibilities:Cash Handling: Process...


  • Regina, Saskatchewan, Canada Government of Saskatchewan Full time

    Job Summary:We are seeking a highly skilled Senior Financial Services Professional to join our team in Regina, Saskatchewan. In this role, you will be responsible for performing various financial duties, including data entry, budgeting, and financial reporting.About the Role:Performs accounting duties, including financial data entry, accounts payable, and...