Financial Planner

3 days ago

Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full time
Job Title: AVI Representative

Aviso Wealth Inc. is seeking a highly skilled and motivated AVI Representative to join our team in Saskatoon, SK.

Job Summary:

The AVI Representative will be responsible for working with credit union members to create personalized financial plans, provide retirement planning, investment counseling, estate planning, and disability insurance services. The successful candidate will have excellent communication and interpersonal skills, with the ability to work independently in a fast-paced environment.

Key Responsibilities:

  • Conduct personal interviews with members to identify individual needs and goals, and develop comprehensive financial plans.
  • Provide holistic wealth management services, including financial, retirement, investment, estate, insurance, and tax planning.
  • Develop and maintain client relationships, and provide ongoing support and guidance to members.
  • Stay up-to-date with industry trends and developments, and maintain knowledge of Aviso Wealth Inc.'s products and services.
  • Collaborate with credit union staff to promote the AVI program and provide support where possible.

Requirements:

  • High School Diploma
  • LLQP – Life & Accident and Sickness
  • Securities (CSC) Licensing
  • Financial Planning Designation (i.e. CFP, PFP, CLU, Ch.F.C., CIM)
  • Minimum 2 years of industry experience as a financial planner.
  • General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.

What We Offer:

  • Competitive compensation
  • Benefits and pension
  • Preferred rates on our products and services
  • Investment in your professional development
  • Community involvement opportunities

Aviso Wealth Inc. is an equal opportunities employer and welcomes applications from diverse candidates. We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

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