Wealth Coordinator
Affinity Financial Strategies (“AFS”) presently has an opening for a Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.
This position is responsible for providing administrative and sales support to a Senior Wealth Advisor. As part of this team, you will be mentored by an experienced advisor and working with existing clients and credit union Members. You will act as a resource for the clients and assist the advisor in delivering comprehensive financial strategies based on individual financial needs and goals through marketing activities, file preparation and client relationship management.
As a personable self-starter, you have what it takes to become highly successful, and build the foundation for successful career in financial services. Ideally, you have a minimum of 2 years of successful financial advisory experience, have an attention to detail and desire to learn.
Key Responsibilities
- Schedule and prepare client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations.
- Share’s responsibility of office administrative duties and supports senior representatives with the management of ongoing client relationships to ensure seamless operations and a strong client engagement.
- Creates and maintains accurate client files, adhering to compliance requirements.
- Promotes and markets firm’s investment and insurance services internally and externally.
- Provides support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act.
- Stay informed with regard to the latest trends in financial planning, investment and insurance solutions, broad knowledge of the product offerings and familiarity with industry competitors, current issues, and strategies.
The successful candidate will work out of our Affinity Financial Strategies office in Regina., SK. Our employees are entrepreneurial, team-oriented individuals and support a relationship-based environment. If you are looking for a new and dynamic career, have a post-secondary diploma for degree in a related field then this may be the opportunity you have been waiting for. Preference will be given to candidates who have completed the Canadian Securities Course (CSC) or possess the Life License Qualification Program (LLQP). The successful candidate will be required to complete the education requirements to be a CIRO licensed Investment Representative in an agreed upon time .
The successful candidate will benefit from the following:
- Opportunity for career progression into a Wealth Associate or Advisor role
- On-going training, coaching and education
- A pleasant and professional working environment
- Base salary plus bonus program
What We Do
Aviso empowers better wealth management for all Canadians. We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients.
With approximately $128 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
Our team of experienced professionals embrace a “oneaviso” culture that celebrates leadership, innovation, partnership, responsibility, and community.
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P.
NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc.
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc
