Wealth Associate Advisor

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...