Wealth Coordinator: Path to Advisor Role

A financial services firm in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to join its team. In this role, you will support a Senior Wealth Advisor, participate in client meetings, and help maintain compliance standards for client files. Ideal candidates will have relevant educational background and be familiar with financial planning and investment. The position offers a collegial work environment, opportunities for advancement, and a base salary plus bonuses.
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