Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
$60,000–$100,000 year
On-site · Regina, Saskatchewan, Canada
Job Summary
The Wealth Coordinator or Associate Wealth Advisor role involves supporting a Senior Wealth Advisor with administrative and sales tasks, scheduling meetings, assisting in financial strategy development, managing client files, and marketing investment and insurance services. Candidates should have at least two years of financial advisory experience and be detail-oriented with a proactive learning attitude. Relevant education in financial planning or participation in programs such as the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is preferred.
Required Qualifications
- At least two years of relevant financial advisory experience
- Attention to detail
- Willingness to learn
Desired Qualifications
- Financial Planning designation
- Enrolled in a related program
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