Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Regina, SK · On-site
... Associate Wealth Advisor ... GP Financial Services provides financial planning, investment, and insurance services to existing ...
Quick apply
Regina, SK · On-site
... Associate Wealth Advisor ... GP Financial Services provides financial planning, investment, and insurance services to existing ...
Quick apply
Regina, SK · On-site
... Associate Wealth Advisor ... GP Financial Services provides financial planning, investment, and insurance services to existing ...
Regina, SK · On-site
... Associate Wealth Advisor ... GP Financial Services provides financial planning, investment, and insurance services to existing ...
Regina, SK · On-site
... Associate Wealth Advisor ... GP Financial Services provides financial planning, investment, and insurance services to existing ...
Prince Albert, SK · On-site
CA$64K - CA$107K/yr
The role includes leadership responsibilities, providing guidance to the Associate Advisor and ... Integrate and execute insurance, tax and estate planning as part of ongoing service plans * Utilize ...
Prince Albert, SK · On-site
CA$64K - CA$107K/yr
The role includes leadership responsibilities, providing guidance to the Associate Advisor and ... Integrate and execute insurance, tax and estate planning as part of ongoing service plans * Utilize ...
CA$44K - CA$55K/yr
You will partner with the Advisors to understand the business goals and support the execution of ... Experience in the insurance or wealth industry * CIRO license is required for the Senior position ...
CA$44K - CA$55K/yr
You will partner with the Advisors to understand the business goals and support the execution of ... Experience in the insurance or wealth industry * CIRO license is required for the Senior position ...
Saskatoon, SK · On-site +1
... in insurance, primary care and emergency medical services that impact millions of lives in Canada ... Advise senior leaders on communications strategies, reputation management, and proactive media ...
Saskatoon, SK · On-site +1
... in insurance, primary care and emergency medical services that impact millions of lives in Canada ... Advise senior leaders on communications strategies, reputation management, and proactive media ...
Regina, SK · On-site
A group insurance program paid 100% by STRUCTUBE (Vision & Dental); * A telemedicine and stress ... Advise customers by promoting our furniture and accessories; * Ensure after-sales follow-up in ...
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Regina, SK · On-site
A group insurance program paid 100% by STRUCTUBE (Vision & Dental); * A telemedicine and stress ... Advise customers by promoting our furniture and accessories; * Ensure after-sales follow-up in ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...
Saskatoon, SK · On-site
S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core ... Experience as a CFP ® within a bank, credit union, or wealth management firm, or is an associate ...
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Saskatoon, SK · On-site
S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core ... Experience as a CFP ® within a bank, credit union, or wealth management firm, or is an associate ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... please advise our Store team if you require accommodation during the interview and assessment ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... please advise our Store team if you require accommodation during the interview and assessment ...
... insurance (certain conditions apply), annual salary review, etc. Access to the GreenShield ... please advise our Store team if you require accommodation during the interview and assessment ...
... insurance (certain conditions apply), annual salary review, etc. Access to the GreenShield ... please advise our Store team if you require accommodation during the interview and assessment ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... please advise our Store team if you require accommodation during the interview and assessment ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... please advise our Store team if you require accommodation during the interview and assessment ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... please advise our Store team if you require accommodation during the interview and assessment ...
Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... please advise our Store team if you require accommodation during the interview and assessment ...
Saskatoon, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Saskatoon, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Assiniboia, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Assiniboia, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Saskatoon, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Saskatoon, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Wolseley, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Wolseley, SK · On-site
Our associates celebrate lives. We celebrate our associates. Compassionately facilitates funeral ... Discusses available life insurance and available benefits, such as Veteran. Promotes funeral ...
Sell parts, provide quotes, and advise customers on product options and compatibility * Assist ... Life and disability insurance * Company pension plan * Employee discounts * Flexible scheduling for ...
Sell parts, provide quotes, and advise customers on product options and compatibility * Assist ... Life and disability insurance * Company pension plan * Employee discounts * Flexible scheduling for ...
$19.5K - $28.5K
9% of jobs
$34K is the 25th percentile. Wages below this are outliers.
$28.5K - $37.5K
25% of jobs
The median wage is $44K / yr.
$37.5K - $46.5K
21% of jobs
$46.5K - $55.5K
13% of jobs
$61.8K is the 75th percentile. Wages above this are outliers.
$55.5K - $64.5K
9% of jobs
$64.5K - $73.5K
6% of jobs
$73.5K - $82.5K
5% of jobs
$82.5K - $91.5K
4% of jobs
$91.5K - $100.5K
3% of jobs
$100.5K - $109.5K
1% of jobs
$109.5K - $118.5K
2% of jobs
$19.5K
$56.3K
$118.5K
| Aspect | Associate Insurance Advisor | Insurance Agent |
|---|---|---|
| Credentials | Typically requires licensing and some industry certifications | Requires licensing; certifications vary by region |
| Work Environment | Often works in insurance firms, assisting clients and advisors | Works independently or for agencies, selling policies directly |
| Employer & Industry Usage | Commonly employed in insurance companies and brokerages | Employed by agencies or independently selling policies |
| Search & Comparison Intent | People compare to understand entry-level roles assisting advisors | People compare to understand direct sales roles and licensing |
The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.
Regina, SK • On-site
Full-time
Re-posted 27 days ago
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
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:
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: gpfinancialservices@affinitywealth.ca
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.