Financial Planner

2 months 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.

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