Wealth Coordinator
1 week ago
Wealth Coordinator - InsuranceAffinity Financial Strategies (“AFS”) presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing office administrative and sales support to an Insurance Specialist. As part of this team, you will be mentored by an experienced advisor and working with existing clients and credit union Members. You will act as a resource for the clients and assist the advisor in delivering comprehensive financial strategies based on individual financial needs and goals through marketing activities, file preparation and client relationship management.As a personable self-starter, you have what it takes to become highly successful, and build the foundation for successful career in financial services. Ideally, you have a minimum of 2 years of successful financial advisory experience, have an attention to detail and desire to learn.Key ResponsibilitiesSchedule and prepare client meetings with Insurance Specialist and support in developing appropriate financial strategies, and appropriate recommendations.Take’s responsibility of office administrative duties and supports senior representatives with the management of ongoing client relationships to ensure seamless operations and a strong client engagement.Creates and maintains accurate client files, adhering to compliance requirements.Promotes and markets firm’s investment and insurance services internally and externally.Provides support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act.Stay informed with regard to the latest trends in financial planning, investment and insurance solutions, broad knowledge of the product offerings and familiarity with industry competitors, current issues, and strategies.The successful candidate will work out of our Affinity Financial Strategies office in Saskatoon, SK. Our employees are entrepreneurial, team-oriented individuals and support a relationship-based environment. If you are looking for a new and dynamic career, have a post-secondary diploma for degree in a related field then this may be the opportunity you have been waiting for. Preference will be given to candidates who have completed or possess the Life License Qualification Program (LLQP). The successful candidate will benefit from the following:Opportunity for career progression into an Insurance Specialist or Wealth Advisor roleOn-going training, coaching and educationA pleasant and professional working environmentBase salary plus bonus program
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Wealth Coordinator
1 week ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full time $45,000 - $75,000 per yearWealth Coordinator - InsuranceAffinity Financial Strategies ("AFS") presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing...
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Wealth Assistant
6 days ago
Saskatoon, Canada Aviso Wealth Full time**Wealth Assistant - Affinity Financial Strategies** **Description** Affinity Financial Strategies **Licensed Sales Coordinator** Affinity Financial Strategies (“AFS”) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients...
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Saskatoon, Canada Aviso Wealth Inc Full timeGeneral Accountability and Purpose This position is responsible for working with credit union members to create simple needs analysis reports as well as comprehensive financial plans based on individual financial needs and goals and to provide retirement planning, investment counseling, estate planning, and disability insurance services. In addition this...
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Branch Administrator
1 day ago
Saskatoon, Canada Harbourfront Wealth Management Full time**Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing firm and a IIROC registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management...
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Administrative Assistant
24 hours ago
Saskatoon, Canada Harbourfront Wealth Management Full time**Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing firm and a IIROC registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management...
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Saskatoon, Canada Scotiabank Full timeRequisition ID: 231758Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards...
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Saskatoon, Saskatchewan, Canada Scotiabank Full time $70,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards that end, mostly...
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Saskatoon, Canada Scotiabank Full timeJoin to apply for the Insurance Sales Associate, Scotia Wealth Management - Prairies role at Scotiabank. Requisition ID: 231758. Purpose The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. Accountabilities Supports IC prospecting and pipeline...
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Saskatoon, Canada Scotiabank Full timeRequisition ID: 231758 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards that...
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Associate
2 weeks ago
Saskatoon, Canada Wellington-Altus Private Wealth Inc. Full time**Associate** **Location**:This position will be based out of our Saskatoon office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...
