Financial Associate Wealth Advisor

2 weeks ago


Regina, Saskatchewan, Canada Aviso Wealth Full time

Affinity 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 financial strategies, and promoting the firm's investment and insurance services.

The ideal candidate will have a minimum of 2 years of successful financial advisory experience, a post-secondary diploma or degree in a related field, and a strong attention to detail. They will also be required to complete the education requirements to become a IIROC licensed Investment Representative.

The successful candidate will benefit from ongoing training, coaching, and education, as well as a pleasant and professional working environment. They will also have the opportunity to progress into a Wealth Advisor role and earn a base salary plus bonus program.

For more information on Affinity Financial Strategies and GP Financial Services, please visit their websites at https://www.affinitycu.ca/investing/affinity-financial-strategies and https://www.gpfinancial.ca respectively.



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