Join Affinity Financial Strategies as an Associate Wealth Advisor in Regina, SK, where you will assist in providing tailored financial strategies to clients. Collaborate alongside a Senior Wealth Advisor to enrich client relationships and enhance service delivery. In this role, you will contribute to financial strategy development, marketing efforts, and client engagement through effective office administration.

Robust candidates possess at least two years of financial advisory experience and a commitment to continuous learning in the financial services industry, working in a supportive team setting. Key Responsibilities:

- Contribute to client meetings with the Senior Wealth Advisor
- Manage client relationship tasks and office administration duties
- Create and maintain compliant client files




- Promote investment and insurance services internally and externally
- Provide referrals to Credit Union staff in line with regulatory requirements Requirements:
- At least two years of relevant advisory experience
- Completed or currently enrolled in financial programs
- Preferably completed the Canadian Securities Course (CSC) or LLQP
- Ability to attain CIRO licensed Investment Representative status
- Willingness to pursue a financial planning designation Support clients' financial journeys as an Associate Wealth Advisor at Affinity Financial Strategies.

📌 (Associate) Finance Adviser (Regina)
🏢 Aviso Wealth
📍 Regina