Financial Associate Wealth Advisor
4 weeks ago
Affinity 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 members to deliver comprehensive financial strategies based on individual financial needs and goals.
The ideal candidate will have a minimum of 2 years of successful financial advisory experience, a strong attention to detail, and a desire to learn. They will be responsible for scheduling and holding client meetings, creating and maintaining client files, and promoting and marketing the firm's investment and insurance services.
The successful candidate will work out of the AFS/GP Financial Services office in Regina, SK, and will benefit from ongoing training, coaching, and education. They will also have the opportunity to progress into a Wealth Advisor role and will be required to complete the education requirements to become a IIROC licensed Investment Representative.
Key Responsibilities:
- Schedule and hold client meetings with Senior Wealth Advisor 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.
- Create and maintain client files, adhering to compliance requirements.
- Promote and market firm's investment and insurance services internally and externally.
- Provide support to Credit Union staff on the referral of qualified clients for investment and estate solutions.
- Stay informed with regard to the latest trends in financial planning, investment, and insurance solutions.
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Financial Associate Wealth Advisor
4 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
4 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 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeRole 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...
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Senior Wealth Management Coordinator
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Financial Services Professional
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Wealth Management Professional
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