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.