Responsibilities

As a Wealth Associate Advisor with a growing Regina financial advisory firm, you will work closely with the Senior Advisor Team to support and enrich new and existing client relationships.
Preparing and supporting investment and financial planning recommendations
Coordinating implementation and providing proactive client service
Supporting practice growth through business development activities
Ensuring documentation, suitability, and regulatory requirements are met

Qualifications

Ideal candidate is a developing Advisor building technical knowledge, client‑facing confidence, and where applicable, required licensing or credentials.

Education:
Post‑secondary education in business, accounting, or finance

Preferred licenses:




CIRO Canadian Investment Regulatory Exam and Retail Securities Exam
LLQP Life Licensing Qualification Program
CFP Certified Financial Planner
CIM Chartered Investment Manager

Experience:
Relevant industry and/or life experience in the financial services industry
Knowledge of TFSA and RRSP

Computer skills:
Working knowledge of MS Office, SharePoint
CRM client management, dealer platforms for trading and client account management

Advantages

Competitive base salary, bonus, and perks including training and education, free parking, and a cooperative, collegial work environment.
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📌 Wealth Associate Advisor Regina (Canada)
🏢 Autismservices
📍 Canada