Financial Planning Specialist
2 months ago
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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