Wealth Sales Professional

20 hours ago

Windsor, Ontario, Canada Aviso Wealth Full time
{"Job Title": "Wealth Sales Assistant", "Job Summary": "Wealth Sales Assistant is a key role at Aviso Wealth, responsible for supporting the growth and management of our Advisory Practice. This position provides administrative and office support services to our Wealth Consultants/Senior Investment Advisors, while promoting our services in the community.", "Key Responsibilities": "
  • Identify new opportunities within the existing client base using in-depth knowledge of products and services.
  • Ensure investment recommendations are suitable and align with client's financial goals, financial plans, objectives, and risk tolerance.
  • Coordinate/participate in client meetings and events with the Investment Advisor and clients/prospects.
  • Provide proactive client service with a problem-resolution focus and attention to details.
  • Liaise with various departments for execution, where necessary.
  • Respond to client account inquiries and remain accountable to follow-up, as required.
  • Help build and execute business plans, client segmentation, and client service plans.
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
  • Co-manage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
  • Trading and/or Portfolio Rebalancing.
  • Maintaining a good understanding of client profiles and corresponding investment strategies.
  • Prepare, analyze, and present reports and recommendations.
  • Assist the advisor in developing investment and financial plans.
  • Proactively recommend team and business process improvements.
  • Adhering to regulatory policies by staying up to date with all industry rulings and policies.
  • Ensuring all client interactions are accurately documented.
  • Support Advisor with both conventional and digital marketing programs, including the development, approval, and implementation.
  • Supporting practices to ensure administrative processes are streamlined.
  • Facilitating a culture of open and honest communication.
  • Actively participating and contributing to team meetings.
  • Encouraging the generation of new ideas and approaches.
  • Sharing knowledge and experience to enhance the development of all team members.
  • Exhibiting commitment to grow into a highly trained advisor.
  • Other duties as assigned.
", "Requirements": "
  • Excellent written and verbal communication skills.
  • Analytical and problem-solving skills.
  • Strong organizational and time management skills.
  • Growth-oriented with ability to take initiative and work independently.
  • Understanding of industry and firm compliance regulations.
  • Relevant sales and marketing and communication experience.
  • Excellent customer service and community involvement.
  • Ability to leverage all COI.
  • Passion for putting clients first with appropriate solutions.
", "About Us": "Aviso Wealth offers financial planning, life insurance, and investments to members of credit unions and their communities. We are a registered mark owned by Aviso Wealth Inc. and are used under license.", "Contact Us": "For more information, please contact us at [insert contact information]."}

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