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

Aviso Wealth; Regina; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Advancement opportunities

Training & education

Professional environment

Bonus program

Job summary

Affinity Financial Strategies (AFS), in partnership with GP Financial Services, seeks a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor in Regina, SK. The role focuses on administrative and sales tasks, assisting in delivering tailored financial strategies for clients and credit union members.

Based at the GP Financial Services/AFS office in Regina, the position emphasizes teamwork and relationship-based service.

Qualifications

• Two years of relevant financial advisory experience.
• Attention to detail.
• Willingness to learn.

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.

Skills

Client meetings

CRM tasks

Administrative support

Sales support

Education

Post-secondary program

Job description

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.

The role involves supporting a Senior Wealth Advisor through administrative and sales tasks. Responsibilities include working with existing clients and credit union members, assisting in the delivery of comprehensive financial strategies tailored to individual needs and goals, managing marketing activities, preparing files, and handling client relationship management.

Qualified candidates are expected to have at least two years of relevant financial advisory experience, attention to detail, and a willingness to learn.

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 include

• 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

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