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Investment and Retirement Planner

2 months ago

Cranbrook, Canada Aviso Wealth Full time
Job Opportunity

We are seeking a highly skilled and experienced Wealth Advisor to join our team at Aviso Wealth. As a key member of our team, you will play a vital role in providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.

About the Role

This is an exciting opportunity for a results-driven professional to join our dynamic team and contribute to the growth and success of Aviso Wealth. As a Wealth Advisor, you will be responsible for:

  • Providing holistic financial planning and advice to clients, including investment, risk assessment, and insurance options
  • Building and maintaining strong relationships with clients, understanding their financial needs and goals
  • Developing and implementing customized financial plans to meet client objectives
  • Staying up-to-date with industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations

Requirements

To be successful in this role, you will need:

  • A minimum of five years' experience in providing financial planning and advice to clients
  • The Certified Financial Planner (CFP) designation and licensure to sell securities and life insurance in BC
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues
  • A results-driven approach, with a focus on delivering exceptional client service and outcomes

What We Offer

We are pleased to offer a competitive compensation package, including participation in extended benefits and pension programs. The annual salary range for this role is $74,000 - $80,000, commensurate with education and experience.

How to Apply

If you are a motivated and experienced financial professional looking for a new challenge, please submit your resume and cover letter to our Human Resources team. We thank all candidates for their interest, however, only those selected for an interview will be contacted.