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 skilled growth within a team-driven environment.Key Responsibilities:Attend and contribute to client meetings alongside the Senior Wealth AdvisorOversee client relationship management and administrative functionsEnsure client files are compliant and well-organizedMarket investment and insurance offerings effectivelyAid Credit Union staff with investment referrals per regulationsRequirements:Minimum two years of relevant experience in financial advisory rolesEnrollment or completion of required financial education programsPreference for CSC or LLQP certificationsAbility to achieve CIRO licensed Investment Representative within timeframeMotivated to obtain a financial planning designationBring your expertise to GP Financial Services and support clients in achieving their financial goals.

📌 Financial Services Coordinator In Regina
🏢 Aviso Wealth
📍 Regina