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Financial Planning Specialist

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 in Saskatoon, SK. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities
  • Financial Planning: Conduct in-depth interviews with clients to understand their financial goals and objectives, and develop personalized financial plans to help them achieve their goals.
  • Investment Advice: Provide expert investment advice to clients, including recommendations on investment products and strategies.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial goals.
  • Business Development: Identify new business opportunities and develop strategies to grow our client base.
  • Compliance: Ensure that all financial planning and investment activities are conducted in accordance with regulatory requirements and company policies.
Requirements
  • Education: High School Diploma
  • Professional Designations: LLQP – Life & Accident and Sickness, Securities (CSC) Licensing, Financial Planning Designation (i.e. 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 in a fast-paced environment
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure
  • Benefits and Pension: A comprehensive benefits package and pension plan
  • Professional Development: Opportunities for ongoing professional development and training
  • Community Involvement: Opportunities to participate in community events and volunteer activities