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Financial Planning Specialist

2 months ago


Cranbrook, Canada Aviso Wealth Full time
Job Opportunity

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