Community Investment Advisor

7 days ago


Kingston, Canada Kawartha Credit Union Ltd Full time
We are looking for an Aviso Investment Advisor to join our current team to help support continuing excellence in member service. Aviso Investment Advisor - working for Aviso Wealth servicing Kawartha Credit Union members

As an Aviso Investment Adviser, you will:

Conduct personal interviews with clients, identify individual clients needs and goals, develop an appropriate financial plan, and make appropriate recommendations.Provide clients with retirement planning, investment counseling (investment funds, stocks, bonds), estate planning, and life and insurance services.Create and maintain client files, and reports on activities to Kawartha Credit Union Senior Manager of Wealth.Promote the credit union’s investment and insurance services through the Aviso program in the community.Provide support where possible to Credit Union staff on wealth management products.Post-secondary education with emphasis in financial planning or management would be preferred Level II Life License IRROC License Financial Planning Designation (i.e. p>At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. p>If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now

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