Financial Associate Wealth Advisor - Partner - Affinity Financial Strategies

Aviso; Regina; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Licensed Sales Assistant or Associate Wealth Advisor to join their team in Regina. This exciting role involves supporting a Senior Wealth Advisor in delivering tailored financial strategies to clients. Ideal candidates will have a background in financial advisory, strong interpersonal skills, and a commitment to ongoing learning. The company offers a supportive working environment, opportunities for career progression, and the chance to engage with clients in a meaningful way. If you're passionate about finance and ready to make a difference, this role is perfect for you.

Benefits

Opportunity for career progression

Ongoing training and coaching

Supportive working environment

Base salary plus bonus program

Qualifications

• 2+ years of successful financial advisory experience.
• Post-secondary education in finance or related field.

Responsibilities

• Schedule client meetings and support financial strategy development.
• Assist with administrative duties and maintain client files.
• Promote the firm's investment and insurance services.

Skills

Financial Advisory Experience

Client Relationship Management

Attention to Detail

Marketing Skills

Education

Post-Secondary Diploma or Degree

Canadian Securities Course (CSC)

Life License Qualification Program (LLQP)

Financial Planning Designation

Job description

Affinity Financial Strategies/GP Financial Services

Licensed Sales Assistant or Associate Wealth Advisor

Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, is currently seeking a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients, credit union members, and their communities. GP Financial Services is an independent Wealth Management office with over 30 years of experience providing financial planning and investment management for individuals and families.

This role involves providing administrative and sales support to a Senior Wealth Advisor. You will be mentored by an experienced advisor, working with existing clients and credit union members. Your responsibilities include supporting client relationships, assisting in delivering comprehensive financial strategies based on individual needs and goals, and engaging in marketing activities, file preparation, and client management.

Ideal candidates are personable self-starters with at least 2 years of successful financial advisory experience, attention to detail, and a desire to learn.

Key Responsibilities

1. Schedule and hold client meetings with the Senior Wealth Advisor, supporting the development of financial strategies and recommendations.
2. Assist with office administrative duties and support senior staff in managing ongoing client relationships to ensure seamless operations and strong client engagement.
3. Create and maintain client files, adhering to compliance requirements.
4. Promote and market the firm's investment and insurance services both internally and externally.
5. Support Credit Union staff in referring qualified clients for investment and estate solutions, in compliance with the Credit Union Act.
6. Stay informed about the latest trends in financial planning, investments, and insurance solutions, maintaining broad knowledge of product offerings, industry competitors, current issues, and strategies.

The successful candidate will work out of our AFS/GP Financial Services office in Regina, SK. We value entrepreneurial, team-oriented individuals who thrive in a relationship-based environment. Candidates should have a post-secondary diploma or degree in a related field. Preference will be given to those who have completed the Canadian Securities Course (CSC) or possess the Life License Qualification Program (LLQP). The candidate will be required to complete the education necessary to become a IIROC-licensed Investment Representative within an agreed timeframe. Holding a Financial Planning designation or enrollment in a Financial Planning program is considered an asset.

Benefits include:

• Opportunity for career progression into a Wealth Advisor role
• Ongoing training, coaching, and education
• A professional and supportive working environment
• Base salary plus bonus program

For more information about Affinity Financial Strategies, visit: https://www.affinitycu.ca/investing/affinity-financial-strategies

For details on GP Financial Services, visit: https://www.gpfinancial.ca

To apply:

Send your Cover Letter and Resume to: [e-mail]

We appreciate all responses; only those selected for an interview will be contacted.

Affinity Financial Strategies is a program provided by Credential Financial Strategies Inc., offering financial planning, life insurance, and investments to credit union members and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, licensed to Credential Financial Strategies Inc.