Wealth Associate Advisor

Full-time Other-General

Responsibilities

As a 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.

• Preparing and supporting investment and financial planning recommendations
• Coordinating implementation and providing proactive client service
• Supporting practice growth through business development activities
• Ensuring documentation, suitability, and regulatory requirements are met

Qualifications

Ideal candidate is a developing Advisor building technical knowledge, client‑facing confidence, and where applicable, required licensing or credentials.

Education:

• Post‑secondary education in business, accounting, or finance

Preferred licenses:

• CIRO Canadian Investment Regulatory Exam and Retail Securities Exam
• LLQP Life Licensing Qualification Pr...