Wealth Coordinator or Associate Wealth Advisor
20 hours ago
Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent wealth management office with over 30 years of experience in financial planning and investment management for individuals and families.The role involves supporting a Senior Wealth Advisor through administrative and sales tasks. Responsibilities include working with existing clients and credit union members, assisting in the delivery of comprehensive financial strategies tailored to individual needs and goals, managing marketing activities, preparing files, and handling client relationship management.Qualified candidates are expected to have at least two years of relevant financial advisory experience, attention to detail, and a willingness to learn.Key Responsibilities Schedule and participate in client meetings alongside the Senior Wealth Advisor, contributing to financial strategy development. Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement. Create and maintain client files according to compliance standards. Promote and market the firm’s investment and insurance services both internally and externally. Assist Credit Union staff with referrals for investment and estate solutions, in accordance with the Credit Union Act. Remain current on trends in financial planning, investment, and insurance solutions; maintain broad product knowledge and familiarity with industry competitors and developments. The position is based at the GP Financial Services/AFS office in Regina, SK. The work environment emphasizes teamwork and relationship-based service. Candidates should have completed or be enrolled in relevant post-secondary programs; completion of the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is preferred. Successful candidates must meet the education requirements to become an CIRO licensed Investment Representative within an agreed timeframe. A Financial Planning designation or enrollment in a related program is considered beneficial.Benefits include: Opportunities for advancement to a Wealth Advisor role Continuing training, coaching, and education Professional and collegial work environment Base salary plus bonus program For further details about Affinity Financial Strategies, visit: Information about GP Financial Services is available at: To apply:Submit your cover letter and resume to: Responses will be acknowledged; however, only candidates selected for interviews will be contacted.Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
-
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...
-
Wealth Advisor
3 days ago
Regina, Canada Thrive Wealth Management Full timeThrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...
-
Wealth Coordinator or Associate Wealth Advisor
4 weeks ago
Regina, Canada Aviso Full timeAffinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...
-
Wealth Sales Assistant
18 hours ago
Regina, Canada Aviso Wealth Full timeWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities....
-
Wealth Sales Assistant
19 hours ago
Regina, Canada Aviso Wealth Full timeWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities....
-
Wealth Advisor
2 weeks ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...
-
Wealth Advisor
1 week ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...
-
Wealth Advisor
1 day ago
Regina, Canada Connor, Clark & Lunn Financial Group Full timeConnor, Clark & Lunn Private Capital Ltd. Regina, SK Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence...
-
Wealth Associate
4 days ago
Regina, Canada National Bank Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Your job: Support investment advisors in providing superior...
-
Wealth Coordinator — Growth Path to Advisor
4 weeks ago
Regina, Canada Aviso Full timeA financial services firm in Regina, SK is seeking a Wealth Coordinator to support a Senior Wealth Advisor in administrative and sales tasks. The ideal candidate should have at least two years of financial advisory experience and be attentive to detail. Responsibilities include client meetings, managing client files, and marketing financial services....
