Wealth Coordinator or Associate Wealth Advisor - Regina

Affinity Financial Strategies (AFS) is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor through administrative and sales tasks. · ...

Affinity Financial Strategies seeks applicants for a Wealth Coordinator or Associate Wealth Advisor to support Senior Wealth Advisors in administrative tasks such as client relationship management file creation/maintenance marketing activities · Key Responsibilities: · Schedule/p ...

L'Associé au service à la clientèle est responsable de fournir une expérience légendaire aux clients en offrant un soutien spécialisé administratif à l'Investisseur conseiller ou à l'équipe de conseillers. · ...

+As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ++Ensure effective client adm ...

L'Association est un leader dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. · ...

As an Associate Financial Advisor, you will work closely with clients to understand their financial goals and develop tailored financial plans. · ...

L'entreprise TD recherche un associé en service à la clientèle pour son équipe TD Private Wealth Management. · ...

This role is based in Regina, SK. As an Associate Financial Advisor you will work closely with clients to understand their financial goals and develop tailored financial plans. · ...

The Company: · A successful Regina investment management firm is seeking a dedicated Client Service Associate to support our growing team.You will be responsible for ensuring exceptional client engagement and providing critical operational support to the Senior Investment Advisor ...

+ Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · + Prepare documentation and provide updates to IAs in preparation for client meetings · + Create reports for analysis of client accounts; communicate with ...

This role is eligible for commission based earnings. This job provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · Undergraduate degree or community college diploma preferred · Licensed as an Investment Repre ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You will also correspond with clients and other branch staff. · ...

We are seeking a highly organized and detail-oriented PIA Client Service Associate to join our team in Regina Saskatchewan Canada The successful candidate will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments ...

+Job summary · This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · ...

The Senior Policy Change and Reinsurance Admin manages and processes basic in force policy changes as per contract guidelines for Co-operators business and administers facultative reinsurance to ensure the reinsurance data is accurate.Processing basic policy changes including rei ...

RBC Wealth Management offers summer interns an opportunity to gain hands-on experience working alongside experienced professionals. As part of a dynamic team you will assist Investment Counsellors or Investment Advisors provide exceptional client experiences. ...

The OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. · That's why we prioritize our people to ensure we provide a strong culture and development opportunities which enables our team to thri ...

We are looking for an experienced Senior Policy Change Administrator to manage and process basic in force policy changes as per contract guidelines for Co-operators business. · ...

The Opportunity · We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. · 3 years of previous experience specific to the industry · ...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Discovering our customer needs and listening to understand what they are asking for · Educating our customers and providing relevant insights and expert advice · ...