Job Detail

As Wealth Assistant, you will be part of a growing Regina Financial Services organization and team of specialists who have earned a reputation of integrity and trusted financial advice.  

If you enjoy a role that utilizes your skills in providing administrative, office and client relationship support, this may be ideal for you!  This is a long-term career role with lots of opportunity

As Wealth Assistant, you will be part of a growing Regina Financial Services organization and team of specialists who have earned a reputation of integrity and trusted financial advice.  

If you enjoy a role that utilizes your skills in providing administrative, office and client relationship support, this may be ideal for you!  This is a long-term career role with lots of opportunity for training and progression!

As Wealth Assistant, you will work closely with the Senior Financial team to support existing client relationships, provide administrative support and assist them in growing and managing the organization.

You will ideally bring
- Post-secondary education in business, accounting, or finance
- Relevant financial services/banking industry experience is preferred.
- Willing and committed to grow your career. Career driven, committed to ongoing industry training.

Motivated and positive personality with a strong commitment to client service.   Able to deal with monetary and sensitive client issues is a professional and confidential manner.


Core competencies include:  
- Competency, accuracy and attention to detail
- Accountability
- Adaptability
- Business professionalism with vision and some entrepreneurial spirit.  You will be a vital part of facilitating an open, honest and collaborative team environment.  
- Willing to learn and committed to continuous education and personal development

Competitive salary plus opportunity for bonus, training, parking and more!   Please visit our website for details.

Expand to read more

Collapse above section