Wealth Management Specialist

7 hours ago

Ottawa, Ontario, Canada Aviso Wealth Full time
Job Title: Outbound CC Wealth Focused MSO1

At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and driving business growth through outbound sales efforts.

Key Responsibilities:
  • Develop and execute a sales strategy to acquire new wealth management customers and banking relationships.
  • Build and maintain strong relationships with members, understanding their financial goals and objectives.
  • Provide expert advice on investment products and services, ensuring members receive the best possible solutions for their financial wellness.
  • Collaborate with the MSOW2 team to identify referral opportunities and drive business growth.
  • Stay up-to-date with industry trends and developments, ensuring members receive the latest information and advice.
Requirements:
  • Proven sales and business development experience in the financial services industry.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with members.
  • Excellent knowledge of investment products and services, with the ability to provide expert advice.
  • Ability to work in a fast-paced environment, meeting sales targets and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and capitalize on business opportunities.
What We Offer:
  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.
  • The opportunity to work with a leading financial services company.

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