Step into an Associate Wealth Advisor role at an expanding financial firm in Regina. Collaborate with experienced advisors to deliver outstanding financial services while gaining essential skills in the industry.
This position is ideal for developing advisors focused on enriching client relationships and expanding their expertise. You will assist in investment strategies, ensure that all documentation is compliant, and support the senior team with business development efforts.
Key Responsibilities:
• Contribute to investment and financial planning strategy
• Coordinate client investment recommendations
• Deliver excellent client service proactively
• Assist with practice growth business development
• Ensure proper documentation and regulatory compliance
Requirements:
• Post-secondary degree in finance, accounting, or business
• Relevant financial services industry experience
• Licensing: CIRO, LLQP, CFP, CIM preferable
• Proficiency with MS Office an...