Financial Planning Consultant
1 day ago
Company Overview:
Aviso Wealth Inc., a leading provider of financial planning and insurance solutions, seeks an experienced Wealth Advisor/Insurance Advisor to join our team in Saskatoon, SK.
Job Description:
As a Wealth Advisor/Insurance Advisor, you will be responsible for providing expert advice on insurance and financial planning strategies to clients. This includes developing and implementing personalized plans that align with their individual financial goals, as well as identifying opportunities to promote Synergy Credit Union's investment programs.
Required Skills and Qualifications:
- Financial Planning Designation (i.e. CIM)
- Industry experience as a financial planner or equivalent
- Securities (CSC) License or Mutual Fund License
- LLQP – Life & Accident and Sickness
- General investment and insurance industry knowledge; awareness of the Canadian credit union system is an asset.
Benefits:
- Permanent full-time position, 37 hours per week
- Competitive salary range: $60,000 - $80,000 per year
- Benefits and pension package
- Preferred rates on our products and services
- Community involvement opportunities
About Us:
Aviso Insurance Inc. is a subsidiary of Aviso Wealth Inc., serving the financial planning and insurance needs of credit unions and their members. Our company values integrity, expertise, and exceptional client service, and we are committed to delivering innovative solutions that meet the evolving needs of our clients.
-
Financial Planning Consultant
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeWe are seeking a highly skilled Financial Planning Consultant to join our team at Aviso Wealth. This is a permanent full-time position that offers a competitive salary and benefits package.About the Role:Wealth Advisor and/or Insurance AdvisorPromote Synergy Credit Union's investment through the AVI program in the communityProvide advice to credit union...
-
Senior Financial Planning Consultant
4 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeWe are seeking a Senior Financial Planning Consultant to join our team at Scotiabank. This is an exciting opportunity to help customers achieve their financial goals and build strong relationships.About the RoleAs a Senior Financial Planning Consultant, you will be responsible for:Providing expert advice to customers on personal and commercial banking,...
-
Senior Financial Strategist
2 weeks ago
Saskatoon, Saskatchewan, Canada Osborne Financial Search Full timeCompany Overview">Osborne Financial Search, a leading financial recruitment agency, is focused on delivering exceptional talent to the finance sector. We are committed to understanding our clients' needs and providing tailored solutions.About Our ClientThe client is a junior public uranium exploration company based in Canada's Athabasca Basin. Their flagship...
-
Expert Financial Consultant
1 day ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeJob Summary:Royal Bank of Canada is seeking an Expert Financial Consultant to join our team. As a key member of our organization, you will be responsible for attracting, nurturing, and growing relationships with high-value personal and small business clients.About the Role:You will provide proactive, professional advice and collaborate with RBC partners to...
-
Pension Plan Consultant Leader
2 weeks ago
Saskatoon, Saskatchewan, Canada Aon Hewitt Full timeAbout This OpportunityWe are seeking a highly experienced Pension Plan Consultant to lead our Retirement Consulting team in Canada. As a key member of our team, you will be responsible for leading client relationships, providing strategic guidance, and developing effective solutions to complex pension plan challenges.
-
Enterprise Sales Consultant
1 week ago
Saskatoon, Saskatchewan, Canada western financial Full timeUnlock Your Earning Potential with Western FinancialWe're seeking a skilled Enterprise Sales Consultant to join our team. As one of Canada's largest insurance providers, we offer unparalleled opportunities for growth and success.About the Role:Prospect and up-sell to clients on all lines of business sold.Work and life balance with flexibility to create your...
-
Expert Financial Planning Professional
6 days ago
Saskatoon, Saskatchewan, Canada Sun Life Full timeUnlock Your Potential with Sun LifeWe are seeking a highly skilled and experienced Financial Planner, Estate & Financial Planning Services (EFPS) to join our dynamic team at Sun Life. This is an excellent opportunity for a motivated individual to leverage their expertise in estate and financial planning to make a meaningful impact on the lives of...
-
Financial Services Consultant
6 days ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeJob OverviewWealth Advisor and/or Insurance Advisor: A Career-Propelling OpportunityAviso Wealth, in partnership with Synergy Credit Union, is seeking a seasoned professional to fill a key role as a Wealth Advisor/Insurance Advisor. This position presents an excellent opportunity for individuals looking to advance their career in financial services.The ideal...
-
Financial Leadership Manager
2 weeks ago
Saskatoon, Saskatchewan, Canada Osborne Financial Search Full timeJob SummaryWe are seeking a seasoned Financial Leadership Manager to join our team at Osborne Financial Search. As a key member of our organization, you will be responsible for leading the finance and administration function, providing strategic financial guidance, and ensuring compliance with regulatory requirements.About the RoleLead the development and...
-
Senior Financial Planning Specialist
17 hours ago
Saskatoon, Saskatchewan, Canada Disability Solutions Full timeSenior Financial Planning Specialist M.Y. Private Wealth, a proud member of the Raymond James network, is seeking a highly skilled Financial Advisor to lead our team of financial planners. As a leader in the financial planning industry, we provide our clients with expert advice and guidance to help them achieve their financial goals.In this role, you will...
-
Senior Financial Planning Specialist
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeAbout the OpportunityWe are seeking a Senior Financial Planning Specialist to join our team in Saskatoon, Canada.As a key member of our team, you will be responsible for providing expert financial advice and guidance to our customers. Your primary objective will be to build strong relationships with our clients and help them achieve their financial goals...
-
Financial Planning and Reporting Specialist
4 weeks ago
Saskatoon, Saskatchewan, Canada SIIT Full timeJob DescriptionSalary: $80,000 - $120,000 per annumAbout the RoleWe are seeking a highly skilled Financial Planning and Reporting Specialist to join our Finance department at SIIT. As a key member of our team, you will be responsible for providing financial analysis and reporting to ensure effective and efficient department operations.Key...
-
Strategic Financial Director
2 weeks ago
Saskatoon, Saskatchewan, Canada Osborne Financial Search Full time**Osborne Financial Search**We are excited to offer a highly rewarding career opportunity for an experienced Strategic Financial Director.The ideal candidate will possess a deep understanding of finance and accounting principles, with a strong background in financial analysis, planning, and management. A CPA accounting designation is required.This is a...
-
Financial Planning Professional
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.We are seeking a Financial Planning Professional to join our team in Saskatoon, Canada. This role involves developing and deepening client...
-
Financial Planning Expert
4 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeCompany OverviewAviso Wealth is a leading financial services provider dedicated to helping individuals and communities achieve their financial goals.
-
Strategic Financial Consultant
4 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, committed to helping our customers achieve success through a broad range of advice, products and services.About the RoleAs a Senior Financial Advisor, you will play a crucial role in providing exceptional service to our customers, helping them build their futures and achieve their goals. Your expertise will be...
-
Financial Planner, Investment Consultant
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full timeAbout the OpportunityWe are seeking an experienced Financial Planner to join our team at Royal Bank of Canada in Saskatoon. As a key member of our team, you will create custom investment solutions for clients and work closely with internal partners to achieve sales goals.What You'll Do Provide expert financial planning advice and tailor-made solutions using...
-
Senior Financial Planning Expert
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeCompany OverviewScotiabank is a forward-thinking organization that fosters an inclusive and high-performing culture. We are committed to making a difference in our communities, for both our customers and employees.Estimated Salary$85,000 - $110,000 per year, depending on experience.Job DescriptionWe are seeking a Senior Financial Advisor to join our Canadian...
-
Business Consultant Leader
4 weeks ago
Saskatoon, Saskatchewan, Canada QAG Chartered Professional Accountant Prof. Corp. Full timeWe are seeking an experienced Business Consultant Leader to join our team at QAG Chartered Professional Accountant Prof. Corp.About the RoleThis is a full-time position requiring a minimum of 5 years of experience in business management consulting.The ideal candidate will have expertise in analyzing and improving managerial methods and organizational...
-
Saskatoon, Saskatchewan, Canada Team Power Solutions Full timeTeam Power Solutions is a dynamic organization seeking an experienced Strategic Financial Planning and Business Development Lead to join our team. The estimated salary for this role is $145,000 - $180,000 per annum.