Expert Financial Strategist

1 week ago


Niagara Falls, Ontario, Canada Aviso Wealth Inc Full time

We are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union in Niagara Falls and Fort Erie branches. As a key member of our wealth management team, you will play a pivotal role in providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.

About Us

We are a proud Certified B Corporation committed to doing business for good. Our core values of accountability, passion, integrity, respect, and knowledge guide everything we do. We believe in supporting our employees through a generous benefits package, including a Living Wage salary, defined contribution pension plan, and performance-based success sharing.

Your Role

As an Expert Financial Strategist, you will be responsible for:

  • Providing complex financial advice to high-net-worth members, addressing their unique financial goals, investment objectives, and risk tolerance.
  • Fostering new Centers of Influence (COI) relationships and collaborating with the retail and commercial team to self-source new high net worth members.
  • Leveraging Aviso Private Wealth Solutions to deliver comprehensive wealth management strategies and investment solutions to clients.
  • Acting as a vocal advocate for wealth management within our credit union, advocating for the importance of financial planning and investment management services.
Requirements

To succeed in this role, you must have:

  • PFP or CFP designation, continually meeting educational requirements to maintain designation.
  • Securities license under IIROC, which includes completion of the Canadian Securities Course (CSC), Conducts and Practices Handbook (CPH), and Wealth Management Essentials (WME).
What We Offer

Join us in creating a positive impact on the lives of our members and communities. In addition to a competitive salary, we offer a generous benefits package, including:

  • A Living Wage salary.
  • A defined contribution pension plan.
  • Performance-based success sharing.

We also provide opportunities for continuous learning and professional development, ensuring you stay up-to-date with industry trends and best practices.



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