Wealth Associate Advisor

Autismservices; Regina; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary

Bonus

Benefits including training and education

Free parking

Collaborative, collegial work environment

Job summary

Autismservices in Regina is seeking a Wealth Associate Advisor to work closely with the Senior Advisor Team. This role involves preparing investment recommendations, coordinating implementation, and ensuring regulatory compliance. Ideal candidates will have a background in business, accounting, or finance, along with relevant experience in the financial services industry.

The benefits package includes a competitive base salary, bonuses, and progressive training opportunities in a collaborative work environment.

Qualifications

• Developing Advisor building technical knowledge and client-facing confidence.
• Required licensing or credentials preferred for this role.

Responsibilities

• Prepare and support investment and financial planning recommendations.
• Coordinate implementation and provide proactive client service.
• Support practice growth through business development activities.
• Ensure documentation, suitability, and regulatory requirements are met.

Skills

Client-facing confidence

Business development

Financial planning

Investment knowledge

CRM management

Education

Post-secondary education in business, accounting, or finance

Tools

MS Office

SharePoint

Job description

Responsibilities

As a Wealth Associate Advisor with a growing Regina financial advisory firm, you will work closely with the Senior Advisor Team to support and enrich new and existing client relationships.

• Preparing and supporting investment and financial planning recommendations
• Coordinating implementation and providing proactive client service
• Supporting practice growth through business development activities
• Ensuring documentation, suitability, and regulatory requirements are met

Qualifications

Ideal candidate is a developing Advisor building technical knowledge, client‑facing confidence, and where applicable, required licensing or credentials.

Education:

• Post‑secondary education in business, accounting, or finance

Preferred licenses:

• CIRO Canadian Investment Regulatory Exam and Retail Securities Exam
• LLQP Life Licensing Qualification Program
• CFP Certified Financial Planner
• CIM Chartered Investment Manager

Experience:

• Relevant industry and/or life experience in the financial services industry
• Knowledge of TFSA and RRSP

Computer skills:

• Working knowledge of MS Office, SharePoint
• CRM client management, dealer platforms for trading and client account management

Benefits

Competitive base salary, bonus, and benefits including training and education, free parking, and a collaborative, collegial work environment.