Wealth Sales Assistant

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

Job summary

A leading company in wealth management is seeking a motivated individual to provide exceptional client service. In this dynamic role, you will collaborate with a Senior Wealth Advisor and contribute to business growth while receiving ongoing training and mentorship. Ideal candidates should possess strong analytical skills and a client-first mindset, with a background in finance or business preferred.

Benefits

Ongoing training and mentorship

Supportive, innovative team culture

Competitive salary + bonus

Qualifications

• Preferred background in business, finance, or accounting.
• Completion of CSC/CPH is desirable.
• Life insurance license required or willingness to obtain.

Responsibilities

• Deliver proactive, detail-focused client service.
• Assist with investment and financial planning.
• Ensure compliance with regulatory standards.

Skills

Communication

Problem-Solving

Analytical

Self-Motivated

Education

Education in business, finance, or accounting

CSC / CPH completion (or in progress)

Life insurance license

Job description

If you are interested in this position and meet the above criteria,please follow the link posted to apply on our website. We thank allapplicants; however, only those selected for an interview will becontacted.

Are you passionate about building strong client relationships and growing in a supportive, team-driven environment? Join a dynamic team where you'll work closely with a Senior Wealth Advisor to deliver outstanding client service and contribute to business growth. This role blends strategic support with professional development opportunities in a collaborative atmosphere.

Ongoing training and mentorship

Supportive, innovative team culture

Competitive salary + bonus

Key Responsibilities

Deliver proactive, detail-focused client service

Coordinate with internal teams to meet client needs

Respond to inquiries with accountability and follow-up

Support business planning, segmentation, and growth strategies

Identify opportunities within the client base

Prepare for and attend client meetings and events

Maintain deep knowledge of client profiles and portfolios

Assist with investment and financial planning

Streamline administrative and operational tasks

Ensure compliance with regulatory standards

Document client interactions efficiently

Contribute to marketing initiatives

Foster open communication and collaboration

Identify referral and asset consolidation opportunities

Manage client acquisition pipeline

What You Bring

Strong communication and problem-solving skills

Organized, analytical, and self-motivated

Knowledge of compliance and financial products

Client-first mindset with a passion for learning

Experience in client service, sales, or marketing

Qualifications

Education in business, finance, or accounting preferred

CSC / CPH completion (or in progress)

Life insurance licensed or willing to obtain

Industry experience is a strong asset

Ready to grow your career in wealth management? Wed love to hear from you!

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