Wealth Coordinator: Path to Advisor Role

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

Benefits offered by this job

Opportunities for advancement to a Wealth Advisor role

Continuing training and coaching

Professional and collegial work environment

Base salary plus bonus program

Job summary

A financial services firm in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to join its team. In this role, you will support a Senior Wealth Advisor, participate in client meetings, and help maintain compliance standards for client files. Ideal candidates will have relevant educational background and be familiar with financial planning and investment. The position offers a collegial work environment, opportunities for advancement, and a base salary plus bonuses.

Qualifications

• Candidates should have completed or be enrolled in relevant post-secondary programs.
• 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.
• Create and maintain client files according to compliance standards.
• Promote and market the firm’s investment and insurance services.

Skills

Client relationship management

Financial strategy development

Compliance knowledge

Market knowledge

Education

Completion of relevant post-secondary programs

Canadian Securities Course (CSC)

Life License Qualification Program (LLQP)

Financial Planning designation

Job description

A financial services firm in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to join its team. In this role, you will support a Senior Wealth Advisor, participate in client meetings, and help maintain compliance standards for client files. Ideal candidates will have relevant educational background and be familiar with financial planning and investment. The position offers a collegial work environment, opportunities for advancement, and a base salary plus bonuses.