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Job Location | Saskatoon Saskatchewan |
Education | Not Mentioned |
Salary | Not Mentioned |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Full time |
Wealth Assistant - Affinity Financial StrategiesDescriptionAffinity Financial StrategiesLicensed Sales CoordinatorAffinity Financial Strategies (“AFSâ€) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing administrative and sales support to a Senior Wealth Advisor. As part of this team, you will be mentored by an experienced advisor and working with existing clients and credit union Members. You will act as a resource for the clients and assist the advisor in delivering comprehensive financial strategies based on individual financial needs and goals through marketing activities, file preparation and client relationship management.As a personable self-starter, you have what it takes to become highly successful, and build the foundation for successful career in financial services. Ideally, you have a minimum of 2 years of successful financial advisory experience, have an attention to detail and desire to learn.Key Responsibilities