Wealth Associate Advisor

Overview

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 suitable for a developing Advisor building technical knowledge, client-facing confidence, and where applicable, required licensing/credentials.

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 a key member of the Advisory Team, you will:

• 1. Client Service & Relationship Support
• Provide proactive client service with strong follow-through and attention to detail. Actively listen and understa...