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Wealth Management Professional

2 months ago

Powell River, Canada Aviso Wealth Full time
About the Role

We are seeking a highly skilled Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our Wealth Management team, you will be responsible for providing expert financial planning advice and support to our clients.

Key Responsibilities
  • Financial Planning and Advice: Provide comprehensive financial planning advice to clients, including investment, insurance, and retirement planning.
  • Client Relationships: Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Business Development: Identify opportunities to grow our client base and develop new business relationships.
  • Product Knowledge: Stay up-to-date with industry developments and maintain a deep understanding of our products and services.
  • Team Collaboration: Work closely with our team of experts to provide holistic financial planning solutions to our clients.
Requirements
  • Education: Post-secondary education in business or a related field.
  • Experience: 3-5 years of experience in wealth management or a related field.
  • Industry Designations: Completion of industry designations such as WME, CSC, or PFP.
  • Licenses: IIROC or MFDA license, or life insurance license.
What We Offer
  • Competitive Compensation: A competitive salary and commission structure.
  • Professional Development: Opportunities for ongoing training and education to enhance your skills and knowledge.
  • Collaborative Environment: A dynamic and supportive team environment that encourages collaboration and growth.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced wealth management professional looking for a new challenge, please submit your application.