Wealth Advisor

2 weeks ago


Saskatoon, Canada Aviso Wealth Inc Full time
p>CAREER OPPORTUNITY

Wealth Advisor and/or Insurance Advisor

Saskatoon, SK

Are you a Wealth or Insurance professional looking to advance your career? A position as a Wealth Advisor/Insurance Advisor could propel you forward in a fulfilling career with unlimited potential

Through our partnership with Synergy Credit Union and the backing of a strong referral network, this role is designed to support clients (members) with their insurance and financial planning needs. You provide essential services such as retirement planning, investment counseling, estate planning, and disability insurance, partnering with members to develop and implement personalized strategies that align with their individual financial goals. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.

Provide basic and comprehensive insurance planning strategies using life, disability, critical illness and long-term care insurance.Benefits and pension.Preferred rates on our products and services.Community involvement opportunities.

Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., the five provincial Credit Union Centrals and The CUMIS Group Limited. Aviso Insurance Inc. offers financial planning, life insurance, living benefits and investments to members of credit unions and their communities. This position is in partnership with Synergy Credit Union.


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