Wealth Associate Advisor

Join a Regina financial advisory firm as a Wealth Associate Advisor, supporting client relations and enhancing investment strategies. Enhance your career with a focus on technical knowledge and client service.

As a developing Advisor, you will collaborate closely with the Senior Advisor Team. This role involves preparing investment recommendations, coordinating implementations, and ensuring compliance with regulatory requirements. You will also engage in business development activities to foster practice growth.

Key Responsibilities:

• Prepare investment and financial planning recommendations

• Coordinate implementation and support client service

• Engage in business development activities

• Ensure documentation meets regulatory standards

• Foster new and existing client relationships

Requirements:

• Post-secondary education in business, accounting, or finance

• Relevant experience in financial services

• Knowledge of TFSA and RRSP

• Preferred licensing: CIRO, LLQP, CFP, CIM

• Proficient in MS Office and CRM tools

Advance your skills in client-facing roles while growing your financial advising career.
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