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Senior Investment Advisor

2 months ago

Saskatoon, Saskatchewan, Canada Aviso Wealth Full time
Job Summary

Aviso Wealth is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities
  • Financial Planning: Conduct in-depth financial needs analysis and develop comprehensive financial plans for clients, taking into account their unique financial goals and objectives.
  • Investment Advice: Provide expert investment advice and guidance to clients, including recommendations on investment products and strategies.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Business Development: Identify new business opportunities and develop strategies to grow our client base and increase revenue.
  • Compliance and Risk Management: Ensure compliance with all relevant regulatory requirements and maintain a strong understanding of risk management principles.
Requirements
  • Education: High School Diploma or equivalent.
  • Professional Designations: LLQP – Life & Accident and Sickness, Securities (CSC) Licensing, Financial Planning Designation (e.g. CFP, PFP, CLU, Ch.F.C., CIM).
  • Experience: Minimum 2 years of industry experience as a financial planner.
  • Skills: Strong financial planning and investment knowledge, excellent communication and interpersonal skills, ability to work independently and as part of a team.
What We Offer
  • Competitive Compensation: Competitive salary and bonus structure.
  • Benefits and Pension: Comprehensive benefits package and pension plan.
  • Professional Development: Opportunities for ongoing education and professional development.
  • Community Involvement: Opportunities to participate in community events and volunteer activities.