Join GP Financial Services as an Associate Wealth Advisor and support a Senior Wealth Advisor in Regina, SK. This role focuses on client engagement and the implementation of tailored financial strategies.
Affinity Financial Strategies, in collaboration with GP Financial Services, is searching for an Associate Wealth Advisor. In this position, you will perform essential administrative tasks while assisting in developing comprehensive financial strategies. Your daily tasks will include managing client interactions and supporting marketing initiatives to promote investment services.
Key Responsibilities:
• Attend client meetings and contribute to financial strategy discussions
• Oversee office administration and client engagement efforts
• Maintain organized client files that meet compliance requirements
• Market investment and insurance services efficiently
• Provide referral assistance to Credit Union staff
Requirements:
• At least two years of relevant adviso...