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Wealth Management Specialist

2 months ago

Ottawa, Ontario, Canada Aviso Wealth Full time
Job Title: Outbound CC Wealth Focused MSO1

At Aviso Wealth, we are seeking a highly skilled and motivated individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for assisting our members in building a customized financial wellness plan that meets their unique needs and goals.

Key Responsibilities:
  • Assist members in term renewals and provide best next steps based on their current wellness state.
  • Answer member inquiries related to term deposits, investment options, and make referrals accordingly.
  • Build rapport with members, ask questions to uncover their needs, research details available, and recommend solutions that fit their financial journey.
  • Convert all points of contact into relationship banking and use CRM to prompt member milestones.
  • Use rigorous logic and methods to solve difficult problems with effective and innovative solutions.
Requirements:
  • Proven networking, relationship building, client acquisition, and asset gathering abilities.
  • Must have proven experience building Financial Wellness, specifically MFDA, portfolios.
  • Working knowledge of the investment industry and products.
  • Accomplished expert user of software programs (RFS and CRM for example) to maximize time management and the member experience.
  • Must have demonstrated service abilities and be able to ensure that members have the proper financial tools that fit their current financial journey needs.
What We Offer:

Aviso Wealth is a dynamic and growing company that offers a competitive compensation package, opportunities for professional growth and development, and a collaborative work environment.