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