Financial Planning Consultant

1 day ago


Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full time

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.



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