Wealth Management Coordinator

Become a Wealth Management Coordinator at GP Financial Services in Regina, SK, supporting personalized financial planning. Collaborate with a Senior Wealth Advisor to enrich client relationships and outcomes.

Affinity Financial Strategies is on the lookout for a Wealth Management Coordinator who will assist a Senior Wealth Advisor. With over three decades of expertise, the firm prioritizes client-oriented service. Your responsibilities will include administrative support, managing client files, and promoting investment products and services.

Key Responsibilities:

• Engage in client meetings to assist in financial strategy creation

• Support operational continuity with office administration tasks

• Maintain compliance-driven client file management

• Market and promote the firm's financial offerings

• Collaborate with Credit Union staff for investment referrals

Requirements:

• Minimum of two years in financial advisory roles

• Detail-oriented with a desire for continuous learning

• Progress in relevant post-secondary education

• Preferred completion of Canadian Securities Course or LLQP

• Must fulfill licensing requirements for CIRO investment representation

Elevate your financial career and succeed in client service at GP Financial Services in Regina.
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