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Wealth Management Specialist
2 months ago
About Aviso Wealth
Aviso Wealth is a leading provider of wealth management and investment services for the Canadian financial industry. With over $130 billion in assets under administration and management, we empower our partners, advisors, and investors through a comprehensive, technology-enabled ecosystem.
We're proud to support nearly all credit unions across Canada, as well as a diverse range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our commitment lies in providing tailored solutions that give our partners a competitive edge in the dynamic financial landscape.
About the Role
As a Wealth Management Specialist, you will play a crucial role in delivering exceptional service to our valued clients. You will leverage your expertise to provide comprehensive advice and guidance on investment strategies, portfolio management, and wealth planning solutions.
Responsibilities:
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Provide personalized investment recommendations and portfolio management services aligned with client risk tolerance and return expectations.
- Conduct thorough financial analyses to identify opportunities for wealth optimization and growth.
- Stay abreast of market trends, regulatory changes, and industry best practices to ensure clients receive the most up-to-date advice.
- Collaborate effectively with internal teams to deliver seamless client experiences.
Qualifications:
- Proven experience in wealth management or a related field.
- Strong understanding of investment principles, portfolio construction, and financial planning strategies.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build rapport and trust with clients.
- Detail-oriented and organized with a commitment to accuracy.
Benefits:
Aviso Wealth offers a competitive compensation package and comprehensive benefits program, including:
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
