Wealth Management Expert

2 days ago

Niagara Falls, Ontario, Canada Aviso Wealth Full time

At Aviso Wealth, we're on a mission to improve lives and strengthen communities through expert financial advice.

We're seeking a seasoned Wealth Management Expert to join our team in Niagara Falls or Fort Erie. This pivotal role is crucial in providing tailored financial solutions and strategic guidance to high-net-worth individuals, fostering enduring relationships and enhancing the overall wealth management experience at PenFinancial Credit Union.

Salary: $80,000 - $120,000 per year, depending on experience.

Job Description:

We're looking for someone with a strong passion for wealth management and a proven track record of delivering exceptional results. As a Wealth Management Expert, you'll be responsible for:

  • Providing complex financial advice to high-net-worth clients, addressing their unique financial goals, investment objectives, and risk tolerance.
  • Building lasting relationships with clients through regular communication, proactive outreach, and personalized service.
  • Leveraging Aviso Private Wealth Solutions to deliver comprehensive wealth management strategies and investment solutions.
  • Advocating for wealth management within the credit union, promoting the importance of financial planning and investment management services.
  • Educating and empowering staff and members to have confidence in our ability to provide expert financial advice.

Required Qualifications:

To succeed in this role, you'll need:

  • A PFP or CFP designation (continual education required).
  • A securities license under IIROC, including completion of the Canadian Securities Course (CSC), Conducts and Practices Handbook (CPH), and Wealth Management Essentials (WME) courses.

Benefits:

We offer a generous benefits package, including a living wage salary, defined contribution pension plan, and performance-based success sharing. Our commitment to community involvement includes opportunities to volunteer and represent our Truly Local Ambassador program. We also prioritize employee wellbeing through competitive benefits programs, wellness days, and allowances for education.

How to Apply: Please visit our careers page at https://www.penfinancial.com/careers to learn more and apply for this exciting opportunity.

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're committed to delivering exceptional wealth management services to our clients. As a Senior Wealth Advisor, you'll play a pivotal role in providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth Advisor RoleWe are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth Advisor RoleWe are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    3 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Job Title: Senior Wealth AdvisorAbout the Role:We are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Aviso Wealth. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Aviso Wealth. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Aviso Wealth. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a seasoned Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide tailored...

  • Senior Wealth Advisor

    2 months ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorJoin our team of experienced professionals at PenFinancial Credit Union as a Senior Wealth Advisor. In this pivotal role, you will provide expert financial advice to high-net-worth members, fostering relationships and enhancing the overall wealth management experience.Key Responsibilities:Provide complex financial advice to...

  • Senior Wealth Advisor

    2 months ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorJoin our team of experienced professionals at PenFinancial Credit Union as a Senior Wealth Advisor. In this pivotal role, you will provide expert financial advice to high-net-worth members, fostering relationships and enhancing the overall wealth management experience.Key Responsibilities:Provide complex financial advice to...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth Advisor OverviewThis role is pivotal in providing expert financial advice to high-net-worth individuals, fostering relationships and enhancing the overall wealth management experience at PenFinancial Credit Union within our Niagara Falls and Fort Erie branches and surrounding communities.AccountabilitiesProvide Complex Financial Advice: Offer...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth Advisor OverviewThis role is pivotal in providing expert financial advice to high-net-worth individuals, fostering relationships and enhancing the overall wealth management experience at PenFinancial Credit Union within our Niagara Falls and Fort Erie branches and surrounding communities.AccountabilitiesProvide Complex Financial Advice: Offer...