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 recent 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

Benefits

Competitive base salary, bonus, and benefits including training and education, free parking, and a collaborative, collegial work environment.

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📌 Wealth Associate Advisor (Regina)
🏢 Autismservices
📍 Regina