Financial Planning Specialist

2 months ago


Cranbrook, Canada Aviso Wealth Full time

About Aviso Wealth

Aviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.

Job Summary

We are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in providing financial advice and assistance to clients, while strengthening our presence in the communities we serve.

Key Responsibilities

  • Provide holistic financial planning and investment advice to clients
  • Develop and implement customized financial plans to meet clients' needs
  • Build and maintain strong relationships with clients and other stakeholders
  • Stay up-to-date with industry trends and developments to provide expert advice to clients

Requirements

  • Minimum of five years' experience in providing financial planning and investment advice
  • Hold or be about to complete the Certified Financial Planner (CFP) designation
  • Licensed to sell securities and life insurance within BC
  • Post-secondary designation preferred

Preferred Qualifications

  • A loyal book of households to start with and to build from

What We Offer

  • Competitive compensation package
  • Participation in extended benefits and pension programs

Location

Cranbrook, B.C.



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