Private Wealth Client Experience Associate
2 days ago
A leading financial institution seeks a PIA Client Service Associate in Regina, Saskatchewan. The successful candidate will provide high-level client service, prepare documentation for client meetings, and assist with account management while maintaining compliance. An undergraduate degree is preferred, and the role requires strong communication skills. Candidates must be willing to complete licensing within 6 months. This position offers competitive pay based on initial salary estimates ranging from $38,300 to $51,700 CAD, along with commission-based earnings.#J-18808-Ljbffr
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Associate, Private Wealth Rotational Program
2 weeks ago
Regina, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Wealth Coordinator or Associate Wealth Advisor
4 weeks ago
Regina, Canada Aviso Wealth Full timeOverview 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...
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Wealth Advisor
4 weeks ago
Regina, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeOverviewJoin to apply for the Wealth Advisor role at Connor, Clark & Lunn Private Capital Ltd. (CC&L).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...
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Wealth Coordinator or Associate Wealth Advisor
4 weeks ago
Regina, Canada Aviso Wealth Inc Full timeOverviewAffinity 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...
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Wealth Coordinator or Associate Wealth Advisor
3 weeks ago
Regina, Canada Aviso Wealth Inc Full timeOverview 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...
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Private Client Services Associate
2 days ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, Saskatchewan** We are looking for the next Private Client Services Associate to join our Regina office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...
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Wealth Advisor
2 weeks 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...
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Wealth Advisor
2 weeks ago
Regina, Canada Thrive Wealth Strategies 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...
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PIA Client Service Associate
2 days ago
Regina, Canada TD Full timePIA Client Service Associate at TD Location: Regina, Saskatchewan, Canada Hours: 37.5 Line Of Business: TD Wealth Pay: $38,300 – $51,700 CAD (commission-based earnings) Job Description TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions,...
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Wealth Advisor
3 days 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...