Wealth Coordinator - Partner - Affinity Financial StrategiesAviso • Saskatoon, Division No. 11, CA
Wealth Coordinator - Partner - Affinity Financial Strategies
Aviso • Saskatoon, Division No. 11, CA
30+ days ago
Job type
- Full-time
Job descriptionMinimum of 2 years of successful financial advisory experience. Attention to detail and strong desire to learn. Preferred : Life License Qualification Program (LLQP) completion. Opportunity for career progression into an Insurance Specialist or Wealth Advisor role. Ongoing training, coaching, and education. A pleasant and professional working environment. Base salary plus bonus program.
Wealth Coordinator - Partner
Affinity Financial Strategies ("AFS") is seeking a Wealth Coordinator to support an Insurance Specialist. The coordinator will provide administrative and sales support, manage client relationships, and assist in delivering comprehensive financial strategies.
Key Responsibilities
- Schedule and prepare client meetings with the Insurance Specialist and support in developing appropriate financial strategies.
- Perform office administrative duties and support senior representatives with ongoing client relationships.
- Create and maintain accurate client files, adhering to compliance requirements.
- Promote and market the firm’s investment and insurance services internally and externally.
- Provide support to Credit Union staff on the referral of qualified clients for investment and estate solutions.
- Stay informed on the latest trends in financial planning, investment, and insurance solutions.
Qualifications
Benefits
Location
Works out of our Affinity Financial Strategies office in Saskatoon, SK.
Seniority level
Entry level
Employment type
Full-time
#J-18808-Ljbffr
Create a job alert for this search
Financial Coordinator • Saskatoon, Division No. 11, CA
Similar jobs
At Vendasta, were leading the AI revolution from right here in Saskatoonand beyond.We work together to empower our partners and customers through our AI-powered customer acquisition and engagement ...Show more
Senior Associates — Relocate to the U.Senior Associates to work directly with CFOs and finance leaders at Fortune 1000 and large private companies.
This is true advisory work, not Big 4 audit grind : ...Show more Senior Associates — Relocate to the U.Senior Associates to work directly with CFOs and finance leaders at Fortune 1000 and large private companies.
This is true advisory work, not Big 4 audit grind : ...Show more 
Wealth Coordinator - Insurance.Affinity Financial Strategies (“AFS”) presently has an opening for a Wealth Coordinator - Insurance.
AFS is a wealth management provider offering financial...Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
We are looking for an experienced.The successful candidate will be responsible for coordinating the material and equipment needs for projects, ensuring timely delivery and availability to support c...Show more
Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Show more
Be among the first 25 applicants.Grow with Global Metal Direct : A Smarter Way to Succeed in Industrial Sales.Are you well-connected in the industrial sector? Tired of rigid roles and limited upside...Show more
Kognitive Sales Solutions, is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store.
As a Field Marketing Representative, you will be ...Show more Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Show more Senior Associates — Relocate to the U.Senior Associates to work directly with CFOs and finance leaders at Fortune 1000 and large private companies.
This is true advisory work, not Big 4 audit grind : ...Show more 
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon).Canada's leading diversified wealth and asset management companies with approximately $271 billion in...Show more
THOAR Mining provides a wide variety of services in the support and operation of mining, ranging from project management, supervision, underground construction, maintenance, and mining equipment op...Show more
The Civil Construction Foreman will provide on-site direction, coordination, and supervision to ensure completion and quality of civil work on our multi-family residential construction site.Th...Show more
Join Our Team at Convoy – Where Your Career Builds as Strong as Our Materials!.Founded in 1972, Convoy is North America’s trusted distributor of top-tier construction materials.With ove...Show more Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Show more 
Administrative Performance Coordinator.We’re hiring an Administrative Performance Coordinator for our client to join their team! You will be responsible for maintaining compliance, supporting repor...Show more
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades.
We are looking for motivated traders eager to grow, lear...Show more
People Operations Coordinator
Vendasta • Saskatoon, SK, Canada
Full-time
Last updated: 2 days ago • Promoted
Senior Associate - Relocate to the US - saskatoon
Frederick Fox • saskatoon, sk, ca
Full-time
Last updated: 14 hours ago • Promoted • New!
Senior Associate - Relocate to the US
Frederick Fox • saskatoon, sk, ca
Full-time
Last updated: 14 hours ago • Promoted • New!
Wealth Coordinator - Partner - Affinity Financial Strategies
Aviso Wealth • Saskatoon, SK, Canada
Full-time
Last updated: 30+ days ago • Promoted
Finance Private Tutoring Jobs Saskatoon
Superprof • Saskatoon, Canada
Full-time +1
Last updated: 30+ days ago • Promoted
Project Material Coordinator - PL#72244
Peter Lucas Project Management Inc. • Saskatoon, SK, Canada
Full-time
Last updated: 30+ days ago • Promoted
Workday Financials Consultant (Partner Certified) - saskatoon
Focus on WD • saskatoon, sk, ca
Permanent +1
Last updated: 8 days ago • Promoted
Sales Partner
Global Metal Direct • Saskatoon, Division No. 11, Canada
Full-time
Last updated: 30+ days ago • Promoted
Field Sales / Marketing Representative - Saksatoon, SK
Kognitive Sales Solutions • Saskatoon, SK, Canada
Full-time
Last updated: 30+ days ago • Promoted
Workday Financials Consultant (Partner Certified) - Focus on WD
Focus on WD • saskatoon, sk, ca
Permanent +1
Last updated: 8 days ago • Promoted
Senior Associate - Relocate to the US - Frederick Fox
Frederick Fox • saskatoon, sk, ca
Full-time
Last updated: 14 hours ago • Promoted • New!
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - (Saskatoon)
IG Wealth Management • Saskatoon, SK, Canada
Full-time
Last updated: 30+ days ago • Promoted
Coordinator
Thoar Mining Management Ltd • Saskatoon, SK, Canada
Full-time
Last updated: 8 days ago • Promoted
Civil Foreman - Residential Construction
SEYMOUR PACIFIC DEVELOPMENTS LTD. • Martensville, SK, Canada
Full-time
Last updated: 1 day ago • Promoted
Outside Sales Representative - Building Materials
Convoy Supply • S7R 0H4, SK, Canada
Full-time
Last updated: 30+ days ago • Promoted
Workday Financials Consultant (Partner Certified)
Focus on WD • saskatoon, sk, ca
Permanent +1
Last updated: 8 days ago • Promoted
Administrative Performance Coordinator
Brunel • saskatoon, sk, ca
Temporary
Last updated: 1 day ago • Promoted
Remote Entry-Level Currency Trader Job in Saskatoon, SK | Full Time
Maverick Currencies • Saskatoon, SK
Remote
Full-time
Last updated: 1 day ago • Promoted