Investment Strategy Specialist

4 weeks ago


Saskatoon, Saskatchewan, Canada Aviso Wealth Full time

Aviso Wealth - Senior Financial Consultant

Location: Remote

Aviso Wealth is dedicated to empowering credit unions and their members through comprehensive financial solutions. We are currently looking for a Senior Financial Consultant to join our dynamic team.

Position Overview:

The primary focus of this role is to develop tailored financial strategies for credit union members, facilitate educational workshops, and enhance service offerings.

Key Responsibilities:

  • Perform comprehensive needs assessments and craft personalized financial strategies
  • Deliver integrated wealth management solutions
  • Implement insurance planning techniques
  • Maintain thorough client documentation and participate in educational events
  • Oversee budget management and service promotion

Required Qualifications:

  • High School Diploma or equivalent
  • LLQP and Securities Licensing
  • Financial Planning Certification
  • At least 2 years of relevant experience
  • Strong understanding of financial markets and the credit union framework

What We Provide:

  • Attractive compensation package and benefits
  • Opportunities for professional growth and community engagement

For further details, please visit our website.

We appreciate your interest; however, only candidates selected for an interview will be contacted.



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