Job Order Detail

Description

As Wealth Associate Advisor with a growing Regina financial advisory firm, you will work closely with the Senior Advisor Team to
support and enrich new and existing Client Relationships.   This role is ideal if you are a developing Advisor building technical knowledge, client-facing confidence, and where applicable, required licensing/credentials.

Join a welcoming client-centred team culture! Make this your next one-time career move  apply in confidence today!

As Associate Advisor, you will contribute to advice delivery by preparing and supporting investment and financial planning recommendations, coordinating implementation, and providing proactive client service. This role also supports practice growth through business development activities and helps ensure documentation, suitability, and regulatory requirements are met.


As the selected applicant, you will bring:
Education:  
- Post-secondary education in business, accounting, or finance in addition.  
- Preferred licenses:    
a. CIRO  Canadian Investment Regulatory Exam and Retail Securities Exam is preferred
b. LLQP  Life Licensing Qualification Program
c. CFP  Certified Financial Planner
d. CIM  Chartered Investment Manager

Experience:
- Some relevant industry and/or life experience in the financial services industry is preferred, i.e. TFSA and RRSP to build knowledge on.

Computer:
Working knowledge of MS office and SharePoint; CRM - client management; dealer platforms for trading , client account management etc

Competitive base salary, bonus and benefits including training/education, free parking and a collaborative, collegial work environment!  Explore this exciting opportunity for career growth and success!