Job Title

Associate Financial Advisor Full-time on-site role based in Regina, SK. Role Description As an Associate Financial Advisor, you will work closely with clients to understand their financial goals and develop tailored financial plans. Your responsibilities include providing advice on financial planning, retirement planning, and investments, while assisting in the management and growth of the client portfolio. You will also ensure client satisfaction by maintaining accurate records, providing exceptional service, and staying updated on financial market trends. Qualifications Proficiency in Financial Planning, Retirement Planning, and Investments Solid understanding of Finance and Financial Advisory practices Excellent interpersonal, communication, and client relationship management skills Strong analytical and problem-solving abilities Relevant certifications or licenses, such as CFP or investment-related credentials, are an asset Experience in financial advisory or related roles is preferred A bachelor's degree in Finance, Accounting, Business, Economics, or a related field is an advantage Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales Location Regina, Saskatchewan, Canada #J-18808-Ljbffr