Financial Associate Wealth Advisor
3 weeks ago
Affinity Financial Strategies/GP Financial Services
Licensed Sales Assistant or Associate Wealth Advisor
Affinity Financial Strategies (“AFS”), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and insurance and investments to a portfolio of existing clients and members of the credit union and their communities. GP Financial Services is an independent Wealth Management office with over years 30 years of history providing financial planning and investment management for individuals and families.
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 hold 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 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 AFS/GP Financial Services office in Regina, 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 the Canadian Securities Course (CSC) or possess the Life License Qualification Program (LLQP). The successful candidate will be required to complete the education requirements to be a IIROC licenced Investment Representative in an agreed upon time A Financial Planning designation, or enrolment in a Financial Planning program is a definite asset.
The successful candidate will benefit from the following:
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 programFor more information on Affinity Financial Strategies, please visit their website at:
For more information on GP Financial Services please visit their website at:
To apply:
Send Cover Letter and Resume to the following:
All responses are appreciated; however only those invited for an interview will be contacted.
Affinity Financial Strategies is a program provided by Credential Financial Strategies 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 Credential Financial Strategies Inc.
-
Financial Associate Wealth Advisor
3 weeks ago
Regina, Canada Aviso Full timeAffinity Financial Strategies/GP Financial ServicesLicensed Sales Assistant or Associate Wealth AdvisorAffinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and...
-
Financial Advisor
3 weeks ago
Regina, Canada Forest Hills Financial Group Full time*Remote/hybrid opportunity from Bergen/Essex/Passaic/Morris/Somerset/Union/Hudson County, New Jersey. Office space is located in New York City.*Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. We take an uncommon approach to financial services, focusing on...
-
Wealth Planner
2 days ago
Regina, Canada Thrive Wealth Management Full time**Location: Various Saskatchewan Locations** Thrive Wealth Management 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...
-
Associate Financial Advisor
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...
-
Senior Financial Advisor
7 days ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Senior Financial Advisor
3 weeks ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Senior Financial Advisor
3 weeks ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Senior Financial Advisor
4 weeks ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Financial Advisor
3 weeks ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We’re building a relationship-oriented bank for the modern world. We...
-
Financial Advisor
3 weeks ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We’re building a relationship-oriented bank for the modern world. We...
-
Financial Advisor
4 weeks ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We’re building a relationship-oriented bank for the modern world. We...
-
Senior Financial Advisor
3 weeks ago
Regina, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Estate and Trust Consultant
2 weeks ago
Regina, Canada Scotiabank Full timeAs a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions, leveraging the...
-
Vice President, Wealth Management Services
6 days ago
Regina, Canada Conexus Credit Union Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...
-
Financial Advisor
4 days ago
Regina, Saskatchewan, Canada RBC - Royal Bank Full timeJob SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
Financial Advisor
3 days ago
Regina, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
Financial Advisor
7 days ago
Regina, Canada Conexus Credit Union Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...
-
Financial Planning Specialist
6 days ago
Regina, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...
-
Financial Advisor
2 weeks ago
Regina, Canada Royal Bank of Canada> Full timeJob SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
Financial Advisor
2 weeks ago
REGINA, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
