Wealth Assistant

1 week 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 and members of the credit union and their communities.

This position is responsible for providing administrative and sales support to a Senior Wealth Advisor. 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 Responsibilities**
- Schedule and prepare client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations.
- Share’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.
- 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.
- Opportunity for career progression into a Wealth Associate or Advisor role
- On-going training, coaching and education
- A pleasant and professional working environment
- Base salary plus bonus program

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