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

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

Job summary

A financial services provider is seeking a Wealth Coordinator or Associate Wealth Advisor in Regina, SK. The role includes managing client meetings, supporting office administration, and promoting financial services. Candidates should have financial advisory experience and be willing to complete necessary licensing education. This position offers a base salary plus a bonus program along with professional development opportunities.

Benefits

Opportunities for advancement

Continuing training and education

Professional work environment

Base salary plus bonus program

Qualifications

• Minimum two years of relevant financial advisory experience.
• Candidates should be prepared to meet CIRO licensing education requirements.
• Willingness to learn and develop in financial planning.

Responsibilities

• Schedule and participate in client meetings and contribute to financial strategy.
• Share office administration responsibilities and manage client relationships.
• Promote the firm's investment and insurance services.

Skills

Attention to detail

Financial advisory experience

Client relationship management

Education

Completion of Canadian Securities Course (CSC) or LLQP

Financial Planning designation or related program enrollment

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.

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.

Qualifications

• At least two years of relevant financial advisory experience.
• Attention to detail and willingness to learn.
• 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.
• A Financial Planning designation or enrollment in a related program is considered beneficial.
• The position is based at the GP Financial Services/AFS office in Regina, SK; candidates should be prepared to meet CIRO licensing education requirements within an agreed timeframe.

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: https://www.affinitycu.ca/investing/affinity-financial-strategies

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

How to apply

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

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