Financial Planner

1 month ago


Cranbrook, Canada Aviso Wealth Full time
Stellar Career Opportunity

We are seeking a highly motivated and results-driven Wealth Advisor to join our team at StellerVista Credit Union. As a key member of our East Kootenay Region team, you will play a vital role in providing exceptional financial advice and assistance to our clients, while strengthening our presence in the communities we serve.

About the Role:

  • Provide holistic financial planning and advice to clients, including investment, risk assessment, and insurance options.
  • Develop and maintain a loyal book of households, building a successful practice from the ground up.
  • Collaborate with our team to deliver exceptional client service and drive business growth.
  • Stay up-to-date with industry developments and best practices to ensure our clients receive the highest level of service.

Requirements:

  • Minimum of five years' experience in providing holistic financial advice to clients.
  • Hold or be about to complete the Certified Financial Planner (CFP) designation and be licensed to sell securities and life insurance within BC.
  • Post-secondary designation preferred.

What We Offer:

  • Competitive compensation package, including extended benefits and pension programs.
  • Opportunity to work with a dynamic team dedicated to cooperative values and client service.
  • Flexible schedule and travel requirements.

Preferred Location: Cranbrook, B.C.

How to Apply: We are open to receiving applications until the position is filled.


  • Financial Planner

    4 weeks ago


    Cranbrook, Canada Aviso Wealth Full time

    Aviso Wealth is seeking a dedicated Financial Planner to join our team in the East Kootenay Region. As a Financial Planner, you will play a key role in offering financial advice tailored to clients’ needs while enhancing our presence in the communities we serve.Key Responsibilities:Develop and implement comprehensive financial plans for clientsProvide...

  • Financial Planner

    2 months ago


    Cranbrook, Canada Aviso Wealth Full time

    Aviso Wealth is seeking a dedicated Financial Planner to join our team in the East Kootenay Region. As a Financial Planner, you will play a key role in offering financial advice tailored to clients’ needs while enhancing our presence in the communities we serve.Key Responsibilities:Develop and implement comprehensive financial plans for clientsProvide...


  • Cranbrook, Canada Aviso Wealth Full time

    {"title": "Wealth Advisor Opportunity", "content": "Stellar Career OpportunityAviso Wealth is seeking a skilled and results-driven Wealth Advisor to join our team in the East Kootenay Region. As a key member of our team, you will play a vital role in providing expert financial advice and assistance to clients, while strengthening our presence in the...


  • Cranbrook, Canada Aviso Wealth Full time

    {"title": "Wealth Advisor Opportunity", "content": "Stellar Career OpportunityAviso Wealth is seeking a skilled and results-driven Wealth Advisor to join our team in the East Kootenay Region. As a key member of our team, you will play a vital role in providing expert financial advice and assistance to clients, while strengthening our presence in the...


  • Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...


  • Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...


  • Cranbrook, Canada Aviso Wealth Full time

    StellerVista Credit Union PartnershipWe are proud to be in partnership with Nelson & District Credit Union since 2012, offering a unique approach to financial planning that matches members' needs with tailored solutions. Our team provides a range of products and services to members across the Kootenay-Boundary region.Career OpportunityWe are seeking a...

  • Investment Counselor

    2 months ago


    Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...

  • Investment Counselor

    2 months ago


    Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...


  • Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...


  • Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...

  • Investment Advisor

    4 weeks ago


    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and...


  • Cranbrook, Canada Aviso Wealth Full time

    Stellar Career OpportunityWe are seeking a highly skilled and motivated Wealth Advisor to join our team at StellerVista MoneyWorks. As a key member of our team, you will play a vital role in providing exceptional financial advice and assistance to our clients, while contributing to the growth and success of our organization.About the RoleThis is an exciting...


  • Cranbrook, Canada Aviso Wealth Full time

    Stellar Career OpportunityWe are seeking a highly skilled and motivated Wealth Advisor to join our team at StellerVista MoneyWorks. As a key member of our team, you will play a vital role in providing exceptional financial advice and assistance to our clients, while contributing to the growth and success of our organization.About the RoleThis is an exciting...

  • Investment Advisor

    4 weeks ago


    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their goals while we support your career growth. You'll have the training, resources, and autonomy to build a successful business, making a lasting impact on your clients' lives.What You'll Do Best:You'll excel at building...

  • Investment Advisor

    1 week ago


    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBC Dominion SecuritiesAs a Wealth Management Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll...

  • Investment Advisor

    1 week ago


    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

  • Investment Advisor

    5 days ago


    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBCAs a Financial Services Professional at RBC Dominion Securities Inc., you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you...


  • Cranbrook, Canada GFL Environmental Full time

    Job Title: Heavy Duty Mechanic ApprenticeGFL Environmental is seeking a motivated and experienced Heavy Duty Mechanic Apprentice to join our team in Cranbrook, BC.As a Heavy Duty Mechanic Apprentice, you will have the opportunity to work alongside seasoned professionals in the field of heavy equipment maintenance and repair. You will learn how to properly...


  • Cranbrook, Canada GFL Environmental Full time

    Job Title: Heavy Duty Mechanic ApprenticeGFL Environmental is seeking a motivated and experienced Heavy Duty Mechanic Apprentice to join our team in Cranbrook, BC.As a Heavy Duty Mechanic Apprentice, you will have the opportunity to work alongside seasoned professionals in the field of heavy equipment maintenance and repair. You will learn how to properly...