Financial Associate Wealth Advisor

4 weeks ago


Regina, Saskatchewan, Canada Aviso Wealth Full time

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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