Wealth Management Consultant
1 week ago
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 relevant laws and regulations.
- 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
- 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
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