Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth(4 months ago)
About this role
Affinity Financial Strategies, in partnership with GP Financial Services, is recruiting a Wealth Coordinator or Associate Wealth Advisor to support wealth management, financial planning, and insurance services for credit union members and local clients. The role is office-based in Regina, SK, within an independent wealth management office and offers base salary plus bonus with opportunities for advancement.
Required Skills
- Client Meetings
- Financial Planning
- Relationship Management
- File Maintenance
- Marketing
- Compliance
- Investment Knowledge
- Insurance Knowledge
- Communication
- Detail Orientation
+2 more
Qualifications
- Post-Secondary Education
- Canadian Securities Course (CSC)
- Life License Qualification Program (LLQP)
- CIRO License
- Financial Planning Designation (Preferred)
About Aviso Wealth
aviso.caAviso is a company that empowers businesses to enhance their investment strategies through a range of comprehensive wealth management solutions. It specializes in providing tools and services designed for investors, ensuring they have the resources needed to make informed financial decisions. Aviso's offerings include investment platforms and management solutions aimed at optimizing client portfolios and investment outcomes. With a focus on innovation and client support, Aviso is dedicated to helping businesses effectively manage and grow their investments.
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