Job 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.
Responsibilities
- Contribute to advice delivery by preparing and supporting investment and financial planning recommendations.
- Coordinate implementation of investment strategies.
- Provide proactive client service.
- Support practice growth through business development activities.
- Help ensure documentation, suitability, and regulatory requirements are met.
Qualifications
- Post‑secondary education in business, accounting, or finance.
- Preferred licenses:
- CIRO Canadian Investment Regulatory Exam and Retail Securities Exam
- LLQ...