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Financial Planning Specialist
2 months ago
We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Aviso Wealth.
About the Role
The successful candidate will play a key role in providing holistic financial advice and assistance to clients, while strengthening our presence in the communities we serve.
Key Responsibilities
- Provide financial planning and investment advice to clients
- Assess and manage risk for clients
- Develop and implement comprehensive financial plans
- Build and maintain strong relationships with clients
- Stay up-to-date with industry developments and best practices
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 in BC
- Post-secondary designation preferred
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer
- Competitive compensation package
- Opportunity to work with a dynamic and growing organization
- Professional development and training opportunities