Financial Services Representative

4 weeks ago


Regina, Saskatchewan, Canada Aviso Wealth Full time

Affinity 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 financial strategies to clients and credit union members.

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 and grow in the industry. Key responsibilities will include scheduling and holding client meetings, creating and maintaining client files, promoting and marketing firm's investment and insurance services, and staying informed about the latest trends in financial planning and investment solutions.

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. A Financial Planning designation or enrolment in a Financial Planning program is a definite asset. If you are looking for a new and dynamic career in financial services, this may be the opportunity you have been waiting for.

Key Benefits:

  • Opportunity for career progression into a Wealth Advisor role
  • On-going training, coaching and education
  • A pleasant and professional working environment
  • Base salary plus bonus program


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