Job Description
Support a Senior Wealth Advisor and grow your skills as a Wealth Coordinator at Affinity Financial Strategies in Regina, SK. Engage with clients and assist in delivering personalized financial solutions.
Affinity Financial Strategies, in partnership with GP Financial Services, is looking for a Wealth Coordinator to help clients. With over 30 years of experience, the firm offers a team-oriented role focusing on financial planning and investment management. You'll handle administrative tasks, manage client files, and contribute to the marketing of investment services.
Key Responsibilities:
• Schedule and participate in client meetings with the Senior Wealth Advisor
• Manage office administration and client relationship continuity
• Create and maintain client files following compliance standards
• Market the firm's investment and insurance services
• Assist Credit Union staff with referrals for investment solutions
Requirements:
• Minimum two years of financial ...
Affinity Financial Strategies, in partnership with GP Financial Services, is looking for a Wealth Coordinator to help clients. With over 30 years of experience, the firm offers a team-oriented role focusing on financial planning and investment management. You'll handle administrative tasks, manage client files, and contribute to the marketing of investment services.
Key Responsibilities:
• Schedule and participate in client meetings with the Senior Wealth Advisor
• Manage office administration and client relationship continuity
• Create and maintain client files following compliance standards
• Market the firm's investment and insurance services
• Assist Credit Union staff with referrals for investment solutions
Requirements:
• Minimum two years of financial ...
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