(Associate) Finance Adviser
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.
As Associate Advisor, you will contribute to advice delivery by preparing and supporting investment and financial planning recommendations, coordinating implementation, and providing proactive client service. This role also supports practice growth through business development activities and helps ensure documentation, suitability, and regulatory requirements are met.
Post-secondary education in business, accounting, or finance in addition.
- CIRO Canadian Investment Regulatory Exam and Retail Securities Exam is preferred
CFP Certified Financial Planner
CIM Chartered Investment Manager
Some relevant industry and/or life experience in the financial services industry is preferred, i.e. 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!
Vacancy posted 21 days ago
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