Wealth Associate Advisor
Job Description
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.
Join a welcoming client-centered team culture! Make this your next ‘one-time career move’ – apply in confidence today!
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.
As a key member of the Advisory Team, you will: