Elevate your career with Affinity Financial Strategies as a Wealth Coordinator in Regina, SK. Support a Senior Wealth Advisor while engaging with clients to deliver personalized financial strategies.

This role requires two years of relevant financial advisory experience to assist with client meetings and manage administrative tasks. You will handle client relationship management, marketing activities, and compliance while remaining current on industry trends. Ideal candidates are attentive to detail and eager to learn, contributing to a cooperative team environment.

Key Responsibilities:
• Schedule and attend client meetings with the Senior Wealth Advisor
• Support ongoing client relationship management and office administration
• Maintain client files per compliance standards




• Market the firm’s investment and insurance services effectively
• Assist Credit Union staff with referrals for investment solutions

Requirements:
• Minimum two years of financial advisory experience
• Enrollment or completion of relevant post-secondary programs
• Preference for Canadian Securities Course (CSC) or Life License Qualification Program (LLQP)
• Capacity to become a CIRO licensed Investment Representative
• Interest in obtaining a financial planning designation

Utilize your financial advisory skills to help clients achieve their goals at GP Financial Services in Regina.
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📌 Wealth Coordinator at GP Financial Services (Saskatchewan)
🏢 Aviso Wealth
📍 Saskatchewan