Opportunity Description
Become a Wealth Management Coordinator at GP Financial Services in Regina, SK, supporting personalized financial planning. Collaborate with a Senior Wealth Advisor to enrich client relationships and outcomes.
Affinity Financial Strategies is on the lookout for a Wealth Management Coordinator who will assist a Senior Wealth Advisor. With over three decades of expertise, the firm prioritizes client-oriented service. Your responsibilities will include administrative support, managing client files, and promoting investment products and services.
Key Responsibilities:
• Engage in client meetings to assist in financial strategy creation
• Support operational continuity with office administration tasks
• Maintain compliance-driven client file management
• Market and promote the firm's financial offerings
• Collaborate with Credit Union staff for investment referrals
Requirements:
• Minimum of two years in financial adv...
Affinity Financial Strategies is on the lookout for a Wealth Management Coordinator who will assist a Senior Wealth Advisor. With over three decades of expertise, the firm prioritizes client-oriented service. Your responsibilities will include administrative support, managing client files, and promoting investment products and services.
Key Responsibilities:
• Engage in client meetings to assist in financial strategy creation
• Support operational continuity with office administration tasks
• Maintain compliance-driven client file management
• Market and promote the firm's financial offerings
• Collaborate with Credit Union staff for investment referrals
Requirements:
• Minimum of two years in financial adv...
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