Financial Planning Specialist

6 days ago


Cranbrook, Canada Aviso Wealth Full time
Job Opportunity

We are seeking a highly skilled and experienced Wealth Advisor to join our team at Aviso Wealth. As a key member of our team, you will play a vital role in providing expert financial advice and guidance to our clients, helping them achieve their long-term financial goals.

About the Role

  • Provide holistic financial planning and investment advice to clients, taking into account their individual needs and circumstances.
  • Develop and implement comprehensive financial plans, including investment strategies and risk management recommendations.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their ongoing satisfaction.
  • Stay up-to-date with industry trends and developments, ensuring that your knowledge and expertise remain current and relevant.

Requirements

  • Minimum of five years' experience in providing financial planning and investment advice to clients.
  • Hold or be working towards the Certified Financial Planner (CFP) designation.
  • Licensed to sell securities and life insurance within BC.
  • Post-secondary designation in a related field (e.g. finance, business, economics).

What We Offer

  • A competitive compensation package, including extended benefits and pension programs.
  • The opportunity to work with a dynamic and growing organization, committed to delivering exceptional service to our clients.
  • A collaborative and supportive team environment, with opportunities for professional growth and development.


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