Advance your career with GP Financial Services as a Financial Services Coordinator based in Regina, SK. Collaborate with a Senior Wealth Advisor to provide comprehensive financial planning and investment solutions.

This role demands two years of financial advisory experience, focusing on client interaction and administrative support. You will facilitate client meetings, ensure compliance, and maintain client files while enhancing marketing initiatives. Candidates should possess a proactive mindset and a dedication to qualified growth within a team-driven environment.

Key Responsibilities:



• Attend and contribute to client meetings alongside the Senior Wealth Advisor • Oversee client relationship management and administrative functions • Ensure client files are compliant and well-organized • Market investment and insurance offerings effectively • Aid Credit Union staff with investment referrals per regulations

Requirements: • Minimum two years of relevant experience in financial advisory roles • Enrollment or completion of required financial education programs • Preference for CSC or LLQP certifications • Ability to achieve CIRO licensed Investment Representative within timeframe • Motivated to obtain a financial planning designation

Bring your expertise to GP Financial Services and support clients in achieving their financial goals. #J-18808-Ljbffr

📌 Financial Services Coordinator in Regina (Winnipeg)
🏢 Aviso Wealth
📍 Winnipeg