Support wealth management through client relationship management and financial strategy assistance at Affinity Financial Strategies in Regina, Saskatchewan. Work alongside a Senior Wealth Advisor.
This Wealth Coordinator or Associate Wealth Advisor supports administrative and sales activities for GP Financial Services. You will assist existing clients and credit union members with comprehensive financial strategies tailored to individual needs and goals. The work includes marketing, file preparation, and investment and insurance service support.
Key Responsibilities: Schedule and participate in client meetings with the Senior Wealth Advisor
Contribute to developing individualized financial strategies
Manage office administration and client relationship activities




Create and maintain client files under compliance standards
Promote investment and insurance services internally and externally
Requirements: At least two years of relevant financial advisory experience
Attention to detail and willingness to learn
Relevant post-secondary education completed or underway
Canadian Securities Course or Life License Qualification Program preferred
Eligibility to become a CIRO licensed Investment Representative
Apply wealth coordination, client service, and financial planning skills while supporting GP Financial Services clients in Regina.

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📌 Wealth Coordinator Financial Services (Saskatchewan)
🏢 Aviso Wealth
📍 Saskatchewan