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 description

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

Minimum of 2 years of successful financial advisory experience.

Attention to detail and strong desire to learn.

Preferred : Life License Qualification Program (LLQP) completion.

Benefits

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.

Location

Works out of our Affinity Financial Strategies office in Saskatoon, SK.

Seniority level

Entry level

Employment type

Full-time

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Financial Coordinator • Saskatoon, Division No. 11, CA

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