Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

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

Job summary

A wealth management firm in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to support client meetings and manage client relationships. Ideal candidates will have relevant educational backgrounds and can expect a collaborative work environment. The role offers opportunities for advancement and a competitive salary with a bonus structure.

Benefits

Opportunities for advancement to a Wealth Advisor role

Continuing training, coaching, and education

Professional and collegial work environment

Base salary plus bonus program

Qualifications

• Candidates should have completed or be enrolled in relevant post-secondary programs.
• Completion of the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is preferred.
• Successful candidates must meet the education requirements to become a CIRO licensed Investment Representative.

Responsibilities

• Schedule and participate in client meetings alongside the Senior Wealth Advisor.
• Share responsibilities for office administration and client relationship management.
• Promote and market the firm’s investment and insurance services.

Skills

Client relationship management

Financial planning

Investment knowledge

Education

Completion of or enrollment in relevant post-secondary programs

Completion of the Canadian Securities Course (CSC)

Life License Qualification Program (LLQP)

Tools

Financial planning software

Job description

Overview

Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent wealth management office with over 30 years of experience in financial planning and investment management for individuals and families.

Key Responsibilities

• Schedule and participate in client meetings alongside the Senior Wealth Advisor, contributing to financial strategy development.
• Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement.
• Create and maintain client files according to compliance standards.
• Promote and market the firm’s investment and insurance services both internally and externally.
• Assist Credit Union staff with referrals for investment and estate solutions, in accordance with the Credit Union Act.
• Remain current on trends in financial planning, investment, and insurance solutions; maintain broad product knowledge and familiarity with industry competitors and developments.

The position is based at the GP Financial Services/AFS office in Regina, SK. The work environment emphasizes teamwork and relationship-based service. Candidates should have completed or be enrolled in relevant post-secondary programs; completion of the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is preferred. Successful candidates must meet the education requirements to become an CIRO licensed Investment Representative within an agreed timeframe. A Financial Planning designation or enrollment in a related program is considered beneficial.

Benefits

• Opportunities for advancement to a Wealth Advisor role
• Continuing training, coaching, and education
• Professional and collegial work environment
• Base salary plus bonus program

For further details about Affinity Financial Strategies, visit: affinitycu.ca/investing/affinity-financial-strategies

Information about GP Financial Services is available at: gpfinancial.ca

To apply

Submit your cover letter and resume to: [e-mail]

Responses will be acknowledged; however, only candidates selected for interviews will be contacted.

Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.