Jobs
>
Regina

    Financial Associate Wealth Advisor - Regina, Canada - Aviso

    Aviso
    Aviso Regina, Canada

    3 days ago

    Default job background
    Description
    Affinity Financial Strategies/GP Financial Services

    Licensed Sales Assistant or Associate Wealth Advisor

    Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and insurance and investments to a portfolio of existing clients and members of the credit union and their communities. GP Financial Services is an independent Wealth Management office with over years 30 years of history providing financial planning and investment management for individuals and families.

    This position is responsible for providing administrative and sales support to a Senior Wealth Advisor. As part of this team, you will be mentored by an experienced advisor and working with existing clients and credit union Members. You will act as a resource for the clients and assist the advisor in delivering comprehensive financial strategies based on individual financial needs and goals through marketing activities, file preparation and client relationship management.

    As a personable self-starter, you have what it takes to become highly successful, and build the foundation for successful career in financial services. Ideally, you have a minimum of 2 years of successful financial advisory experience, have an attention to detail and desire to learn.

    Key Responsibilities

    • Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations
    • Share's responsibility of office administrative duties and supports senior representatives with the management of ongoing client relationships to ensure seamless operations and a strong client engagement
    • Creates and maintains client files, adhering to compliance requirements
    • Promotes and markets firm's investment and insurance services internally and externally
    • Provides support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act
    • Stay informed with regard to the latest trends in financial planning, investment and insurance solutions, broad knowledge of the product offerings and familiarity with industry competitors, current issues, and strategies

    The successful candidate will work out of our AFS/GP Financial Services office in Regina, SK. Our employees are entrepreneurial, team-oriented individuals and support a relationship-based environment. If you are looking for a new and dynamic career, have a post-secondary diploma for degree in a related field then this may be the opportunity you have been waiting for. Preference will be given to candidates who have completed the Canadian Securities Course (CSC) or possess the Life License Qualification Program (LLQP). The successful candidate will be required to complete the education requirements to be a IIROC licenced Investment Representative in an agreed upon time A Financial Planning designation, or enrolment in a Financial Planning program is a definite asset.

    The successful candidate will benefit from the following:
    • Opportunity for career progression into a Wealth Advisor role
    • On-going training, coaching and education
    • A pleasant and professional working environment
    • Base salary plus bonus program

    For more information on Affinity Financial Strategies, please visit their website at:

    For more information on GP Financial Services please visit their website at:

    To apply:

    Send Cover Letter and Resume to the following:

    All responses are appreciated; however only those invited for an interview will be contacted.

    Affinity Financial Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Credential Financial Strategies Inc.
  • Connor, Clark & Lunn Financial Group

    Wealth Advisor

    4 days ago

    Connor, Clark & Lunn Financial Group Regina, Canada

    **Wealth Advisor** · **Connor, Clark & Lunn Private Capital Ltd.** · **Regina, SK** · - Connor, Clark & Lunn Financial Group ("CCLFG") provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique "multi-bout ...

  • Connor, Clark & Lunn Financial Group

    Wealth Advisor

    6 days ago

    Connor, Clark & Lunn Financial Group Regina, Canada

    **Wealth Advisor** · **Connor, Clark & Lunn Private Capital Ltd.** · **Regina, SK** · - Connor, Clark & Lunn Financial Group ("CCLFG") provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique "multi-bout ...

  • Thrive Wealth Management

    Wealth Advisor

    1 week ago

    Thrive Wealth Management Regina, Canada

    Thrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our ...

  • Thrive Wealth Strategies

    Wealth Advisor

    1 week ago

    Thrive Wealth Strategies Regina, Canada

    Thrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our ...

  • Aviso Wealth Inc

    Financial Associate Wealth Advisor

    5 days ago

    Aviso Wealth Inc Régina, SK, Canada

    Affinity Financial Strategies/GP Financial Services · Licensed Sales Assistant or Associate Wealth Advisor · Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor ...

  • Aviso Wealth Inc

    Financial Associate Wealth Advisor

    5 days ago

    Aviso Wealth Inc Régina, SK, Canada

    Affinity Financial Strategies/GP Financial Services · Licensed Sales Assistant or Associate Wealth Advisor · Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. ...

  • Aviso Wealth

    Financial Associate Wealth Advisor

    4 days ago

    Aviso Wealth Regina, Canada Full time

    Affinity Financial Strategies/GP Financial Services · Licensed Sales Assistant or Associate Wealth Advisor · Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. A ...

  • Scotiabank

    Estate and Trust Consultant, Saskatchewan Region

    3 days ago

    Scotiabank Regina, Canada

    Requisition ID: 196104 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experienc ...

  • Scotiabank

    Scotiamcleod Administrative Assistant

    4 days ago

    Scotiabank Regina, Canada

    Requisition ID: 169446 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...

  • National Bank of Canada

    Wealth Management Associate

    4 days ago

    National Bank of Canada Regina, Canada

    **Primary Locations**:Regina, Saskatchewan**: · **Attendance**:Hybrid**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in ...

  • Royal Bank of Canada

    Administrative Sales Assistant

    1 week ago

    Royal Bank of Canada Regina, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • Royal Bank of Canada

    Administrative Sales Assistant

    16 hours ago

    Royal Bank of Canada Regina, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • Royal Bank of Canada

    Associate Branch Director

    1 week ago

    Royal Bank of Canada Regina, Canada

    **Job Summary** · Assists the branch manager in overseeing daily activities including management, customer service and staff training to ensure effective banking practices. Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments. · **What is th ...

  • Royal Bank of Canada

    Private Banker

    5 days ago

    Royal Bank of Canada Regina, Canada

    **Job Summary** · **What is the opportunity?** · We are currently seeking a Private Banker to join our team. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking's core value proposition of wealth plan ...

  • H & A Financial Advisors

    Administrative Assistant

    5 days ago

    H & A Financial Advisors Regina, Canada

    **H & A Financial Advisors** seeks an exceptional and experienced **Administrative Assistant** to join our Team. · You are a team player and are a self-motivated, disciplined, highly organized, and detailed individual skilled in communication and passionate about service. Drawing ...

  • MNP

    Administrative Assistant

    6 days ago

    MNP Regina, Canada

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Corporate Services team as an Administrative Assistant. This diverse ...

  • Scotiabank

    Financial Advisor

    1 week ago

    Scotiabank Regina, Canada

    Requisition ID: 198202 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Scotiabank

    Financial Advisor

    1 week ago

    Scotiabank Regina, Canada

    Requisition ID: 183682 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • MNP

    Accounting Technician, Assurance

    4 days ago

    MNP Regina, Canada

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our SINP team as a Term Accounting Technician. This diverse team of prof ...

  • MNP

    Resource Manager, Corporate Services

    4 days ago

    MNP Regina, Canada

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Corporate Services team as a Resource Manager. This diverse team of ...