Wealth Associate Advisor
Full-time
Employment Network Canada Inc.
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.
Education:
- Post-secondary education in business, accounting, or finance in addition.
- Preferred licenses:
a. CIRO Canadian Investment Regulatory Exam and Retail Securities Exam is preferred
b. LLQP Life Licensing Qualification Program
c. CFP Certified Financial Planner
d. CIM Chartered Investment Manager Experience:
- Some relevant industry and/or life experience in the financial services industry is preferred, i.e. TFSA and RRSP to build knowledge on. Computer:
Working knowledge of MS office and SharePoint; CRM - client management; dealer platforms for trading , client account management etc Competitive base salary, bonus and benefits including training/education, free parking and a collaborative, collegial work environment! Explore this exciting opportunity for career growth and success!
Vacancy posted 20 days ago
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