Senior Financial Consultant

4 weeks ago


Saskatoon, Saskatchewan, Canada Aviso Wealth Full time
Position Overview

Aviso Insurance Inc., a subsidiary of Aviso Wealth Inc., specializes in providing comprehensive financial solutions, including financial planning, life insurance, and investment services tailored for credit union members and their communities.

Key Responsibilities
  • Engage with credit union members to conduct detailed needs assessments and develop personalized financial strategies.
  • Offer expert guidance in retirement planning, investment advice, estate planning, and disability insurance.
  • Maintain accurate client records and ensure compliance with regulatory standards.
  • Facilitate educational seminars on wealth management and promote the financial services offered by Aviso Wealth Inc.
  • Conduct personal consultations to identify individual financial goals and recommend suitable financial products.
  • Provide a holistic approach to wealth management, addressing various aspects such as financial, retirement, investment, estate, insurance, and tax planning.
  • Utilize life, disability, critical illness, and long-term care insurance in developing comprehensive insurance strategies.
  • Support credit union staff in understanding and promoting wealth management products.
Qualifications

Applicants should possess:

  • Securities (CSC) Licensing.
  • A Financial Planning Designation.
  • In-depth knowledge of the Canadian credit union system and current financial market trends.
Additional Information

This is a permanent full-time position with opportunities for professional development and community engagement. The successful candidate will undergo a bonding process, including a criminal record check and credit check.



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