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Financial Associate Wealth Advisor - Partner - Affinity Wealth Management
Company | Aviso Wealth |
Address | Regina, Saskatchewan, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-06-22 |
Posted at | 11 months ago |
Description
- Creates and maintains client files, adhering to compliance requirements.
- Provides support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act.
- Stay informed with regard to the latest trends in financial planning, investment and insurance solutions, broad knowledge of the product offerings and familiarity with industry competitors, current issues, and strategies.
- Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations.
- Promotes and markets firm’s investment and insurance services internally and externally.
- Share’s responsibility of office administrative duties and supports senior representatives with the management of ongoing client relationships to ensure seamless operations and a strong client engagement.
- A pleasant and professional working environment
- Opportunity for career progression into a Wealth Advisor role
- On-going training, coaching and education
- Base salary plus bonus program
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