Wealth Coordinator - Partner - Affinity Financial Strategies

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

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