Wealth Advisor
2 weeks ago
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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Wealth Advisor
1 month ago
Saskatoon, Canada Aviso Wealth Full time**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! **Position Duties**: - Conduct reviews with members, uncovering...
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Wealth Advisor
2 weeks ago
Saskatoon, Canada Aviso Wealth Full timep>Wealth Advisor and/or Insurance Advisor 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...
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Wealth Advisor
1 month ago
Saskatoon, Canada Aviso Wealth Full timeCAREER OPPORTUNITYWealth Advisor and/or Insurance Advisor Saskatoon, SKAre 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...
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Wealth Assistant
3 weeks ago
Saskatoon, Canada Aviso Wealth Full time**Wealth Assistant - Affinity Financial Strategies** **Description** Affinity Financial Strategies **Licensed Sales Coordinator** Affinity Financial Strategies (“AFS”) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients...
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Wealth Advisor
1 month ago
Saskatoon, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Saskatoon, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...
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Financial Advisor
2 days ago
Saskatoon, Saskatchewan, Canada Disability Solutions Full timeWealth Management Services M.Y. Private Wealth, an independent agency of Raymond James Ltd, provides customized wealth management solutions to high-net worth individuals and their families.This opportunity is for a seasoned Financial Advisor or team of advisors with a current book of business who want to gain the freedom and benefits of joining an...
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Wealth Advisor
3 months ago
Saskatoon, Canada Synergy Credit Union Full timeWe’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and...
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Financial Services Consultant
7 days ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeJob OverviewWealth Advisor and/or Insurance Advisor: A Career-Propelling OpportunityAviso Wealth, in partnership with Synergy Credit Union, is seeking a seasoned professional to fill a key role as a Wealth Advisor/Insurance Advisor. This position presents an excellent opportunity for individuals looking to advance their career in financial services.The ideal...
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Financial Services Professional
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeWealth and Insurance Advisor OpportunityAviso Wealth is seeking an experienced Financial Services Professional to join our team as a Wealth and/or Insurance Advisor. This role offers unlimited potential for career growth and advancement in a fulfilling profession.Through our strategic partnership with Synergy Credit Union, this position provides the ideal...
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Financial Services Representative
6 days ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeAviso Wealth is seeking a motivated and detail-oriented Financial Services Representative to join our team in Saskatoon, SK. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, helping them deliver comprehensive financial strategies to our clients.About the RoleThis role offers an excellent...
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Financial Advisor
7 months ago
Saskatoon, Canada ATB Financial Full time**OUR BOTTOM LINE IS DIFFERENT.**: There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
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Financial Services Professional
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeAt Affinity Financial Strategies, we are seeking a motivated and detail-oriented Wealth Assistant to join our team in Saskatoon, SK.The successful candidate will have the opportunity to work closely with a Senior Wealth Advisor, providing administrative and sales support to deliver comprehensive financial strategies to clients. This role requires a strong...
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Financial Planning Consultant
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeWe are seeking a highly skilled Financial Planning Consultant to join our team at Aviso Wealth. This is a permanent full-time position that offers a competitive salary and benefits package.About the Role:Wealth Advisor and/or Insurance AdvisorPromote Synergy Credit Union's investment through the AVI program in the communityProvide advice to credit union...
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Financial Planning Consultant
2 days ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full timeCompany Overview:Aviso Wealth Inc., a leading provider of financial planning and insurance solutions, seeks an experienced Wealth Advisor/Insurance Advisor to join our team in Saskatoon, SK.Job Description:As a Wealth Advisor/Insurance Advisor, you will be responsible for providing expert advice on insurance and financial planning strategies to clients. This...
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Wealth Management Associate
1 month ago
Saskatoon, Canada Virtus Group Full timeVirtus Group is seeking a motivated Wealth Management Associate to work closely with our Wealth Management Advisor, assisting with various financial planning and administrative tasks. This is a unique opportunity to gain experience in wealth management, playing a key role in our client’s financial success. Join a team where people and relationships come...
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Fiduciary Financial Planner
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full timeWealth advisor and insurance advisor roles are in high demand, particularly in regions with strong financial industries like Saskatoon, SK. This career opportunity is designed for professionals looking to advance their careers in wealth management.Aviso Wealth Inc., through its partnership with Synergy Credit Union, offers a unique position that enables...
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Financial Advisor
6 months ago
Saskatoon, Canada Raymond James Financial, Inc. Full time**Financial Advisor** - 2204723 M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families. This opportunity is for a Financial Advisor or team of advisors, with a current book of business, who would like to gain the freedom and multiple benefits of joining an...
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Insurance Sales Specialist
4 weeks ago
Saskatoon, Saskatchewan, Canada RBC Life Insurance Company Full timeJob Title: Insurance Sales Specialist - Life & Wealth AdvisorAbout the OpportunityWe are seeking an experienced Insurance Sales Specialist to join our team as a Life & Wealth Advisor. In this role, you will be responsible for providing integrated life insurance planning and advice to your existing network of referrals and new client...
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Wealth Management Associate
2 weeks ago
Saskatoon, Canada Virtus Group, Chartered Professional Accountants & Business Advisors LLP Full timeEvolution and innovation. Come be part of what Virtus Group is doing as we search for a strong candidate to support our Wealth Management division, Virtus Private Wealth. This is your chance to be part of a new and rapidly growing division with Virtus Group where accounting, tax, and financial planning seamlessly integrate to deliver the best client...
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Associate
4 months ago
Saskatoon, Canada Wellington-Altus Private Wealth Inc. Full time**Associate** **Location**:This position will be based out of our Saskatoon office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...