Take the next step in your financial career with GP Financial Services as a Wealth Coordinator in Regina, SK. Support a Senior Wealth Advisor while assisting clients with tailored financial strategies.
Affinity Financial Strategies is seeking a motivated Wealth Coordinator. You will help manage client relationships, assist with financial planning, and contribute to marketing efforts. Ideal candidates possess at least two years of financial advisory experience and a strong focus on detail, along with a passion for continuous learning.
Key Responsibilities:
• Schedule and participate in client meetings with the Senior Wealth Advisor
• Manage client relationship and administrative tasks effectively
• Create and maintain precise client files to meet compliance
• Promote investment and insurance services internally and externally
• Assist Credit Union staff with investment referrals and estate solutions
Requirements:
• Minimum two years of relevant experience in f...