Wealth Management Advisor

2 months ago


Cranbrook, Canada Aviso Wealth Full time

About Aviso Wealth

Aviso 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 Summary

We are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in providing financial advice and assistance to clients, while strengthening our presence in the communities we serve.

Key Responsibilities

  • Provide holistic financial planning and investment advice to clients
  • Develop and implement customized financial plans to meet clients' needs
  • Build and maintain strong relationships with clients and other stakeholders
  • Stay up-to-date with industry trends and regulatory requirements

Requirements

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

Preferred Qualifications

  • Experience working with a loyal book of households
  • Ability to build and maintain a successful book of business

What We Offer

  • Competitive compensation package
  • Participation in extended benefits and pension programs

Location

Cranbrook, B.C.


  • Wealth Advisor

    2 weeks ago


    Cranbrook, Canada Aviso Wealth Full time

    Stellar Career OpportunityWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Aviso Wealth. As a key member of our financial services team, you will play a vital role in providing expert financial advice and guidance to our clients.About the Role:This is an exciting opportunity for a results-driven professional to work in a...


  • 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...


  • 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...


  • 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...

  • 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

    {"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...

  • Financial Planner

    1 month ago


    Cranbrook, Canada Aviso Wealth Full time

    Stellar Career OpportunityWe 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...

  • Financial Planner

    1 month ago


    Cranbrook, Canada Aviso Wealth Full time

    Stellar Career OpportunityWe 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...

  • Investment Advisor

    2 weeks 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...

  • 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...

  • Financial Advisor

    7 days ago


    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    About the Role:RBC Dominion Securities Inc. seeks a seasoned professional to join our team as a Financial Advisor - Growth Expert. As an Investment Advisor, you will play a crucial role in helping clients achieve their financial goals while leveraging the company's extensive resources to drive your success.Key Responsibilities:Build and maintain strong...

  • 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...

  • Insurance Advisor

    1 week ago


    Cranbrook, Canada Hub International Canada West ULC (Canada West) Full time

    At HUB International Canada West ULC, we are proud to be ranked 5th among the world's largest insurance brokerages. As an Insurance Advisor, you will be part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. Your role will be to advise new and existing clients on how to best protect their assets when it...

  • Investment Advisor

    2 weeks 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

    2 weeks 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...