regina, sk client services coordinator Jobs – 31 Openings This Week

Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth —Regina, SK
- Office experience
Quick apply
Territory Manager - Compact Construction Equipment
Brandt —Regina, SK
- CRM software
- Travel
- Negotiation
- Dental care
Quick apply
Professional Painter/ Mudder and Tape and Drywall Finisher
Paul Davis Restoration of Regina SK —Regina, SK
- $19–$25 an hour
- Full-time
- Presentation skills
- Driving
- Organizational skills
Quick apply
Hot Tap Technician
INNOVATOR INDUSTRIAL SERVICES —Canada
- $40–$60 an hour
- Temporary
- Maintenance
- Employee assistance program
Quick apply
Experienced Online Leak Repair Technician Lead Hand (Industrial Mechanic Supervisor NOC 72020)
INNOVATOR INDUSTRIAL SERVICES —Canada
- $45–$55 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Paid time off
Quick apply
Senior Environmental Coordinator/ Lead (Fly-In-Fly-Out)
Bullitt Staffing Inc —Canada
- $90 an hour
- 12 hour shift
- Engineering
- Microsoft Office
- Databases
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client services coordinator jobs near regina, sk

Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

Aviso Wealth -
Regina, SK

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Job details

Qualifications

CSC
Office experience

Full job description

Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent wealth management office with over 30 years of experience in financial planning and investment management for individuals and families.

The role involves supporting a Senior Wealth Advisor through administrative and sales tasks. Responsibilities include working with existing clients and credit union members, assisting in the delivery of comprehensive financial strategies tailored to individual needs and goals, managing marketing activities, preparing files, and handling client relationship management.

Qualified candidates are expected to have at least two years of relevant financial advisory experience, attention to detail, and a willingness to learn.

Key Responsibilities

Schedule and participate in client meetings alongside the Senior Wealth Advisor, contributing to financial strategy development.
Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement.
Create and maintain client files according to compliance standards.
Promote and market the firm’s investment and insurance services both internally and externally.
Assist Credit Union staff with referrals for investment and estate solutions, in accordance with the Credit Union Act.
Remain current on trends in financial planning, investment, and insurance solutions; maintain broad product knowledge and familiarity with industry competitors and developments.

The position is based at the GP Financial Services/AFS office in Regina, SK. The work environment emphasizes teamwork and relationship-based service. Candidates should have completed or be enrolled in relevant post-secondary programs; completion of the Canadian Securities Course (CSC) or Life License Qualification Program (LLQP) is preferred. Successful candidates must meet the education requirements to become an CIRO licensed Investment Representative within an agreed timeframe. A Financial Planning designation or enrollment in a related program is considered beneficial.

Benefits include:

Opportunities for advancement to a Wealth Advisor role
Continuing training, coaching, and education
Professional and collegial work environment
Base salary plus bonus program

For further details about Affinity Financial Strategies, visit: https://www.affinitycu.ca/investing/affinity-financial-strategies

Information about GP Financial Services is available at: https://www.gpfinancial.ca

To apply:

Submit your cover letter and resume to: [email protected]

Responses will be acknowledged; however, only candidates selected for interviews will be contacted.

Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Quick apply

Refine Your Search

client services coordinator jobs in regina, sk

Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

Territory Manager - Compact Construction Equipment

Professional Painter/ Mudder and Tape and Drywall Finisher

Hot Tap Technician

Experienced Online Leak Repair Technician Lead Hand (Industrial Mechanic Supervisor NOC 72020)

Senior Environmental Coordinator/ Lead (Fly-In-Fly-Out)

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