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Wealth Coordinator / Associate Wealth Advisor at Aviso

Department: Partner Organizations

Language
Setup
On-site
Location
Regina, Saskatchewan
Type
Full-time
Level
entry
Posted

Description

Affinity Financial Strategies, in partnership with GP Financial Services, is hiring a Wealth Coordinator or Associate Wealth Advisor in Regina, Saskatchewan. The role supports a Senior Wealth Advisor with client meetings, financial strategy development, office administration, client relationship management, file preparation, marketing, referrals, and product knowledge. Candidates need at least two years of relevant financial advisory experience, attention to detail, and a willingness to learn; post-secondary education is required, while CSC or LLQP completion is preferred. The position offers advancement, training, a professional work environment, and a base salary plus bonus program.

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