Fiduciary Financial Planner
2 weeks ago
Wealth advisor and insurance advisor roles are in high demand, particularly in regions with strong financial industries like Saskatoon, SK. This career opportunity is designed for professionals looking to advance their careers in wealth management.
Aviso Wealth Inc., through its partnership with Synergy Credit Union, offers a unique position that enables clients (members) to receive comprehensive insurance and financial planning services. As a fiduciary financial planner, you will work closely with members to develop personalized strategies that cater to their individual financial goals, including retirement planning, investment counseling, estate planning, and disability insurance.
- Develop and implement holistic financial plans that incorporate financial, retirement, investment, estate, insurance, and tax planning strategies.
- Promote Synergy Credit Union's investment products, such as the AVI program, within the community.
- Provide expert advice to credit union staff on wealth management products, ensuring they have the necessary knowledge to effectively serve members' needs.
- Identify opportunities to meet members' needs and plant seeds for future product or service follow-ups.
- Fidelity in providing professional financial guidance; a recognized designation, such as CIM (Chartered Investment Manager), is highly valued.
- Industry experience as a financial planner or equivalent.
- Securities License (CSC) or Mutual Fund License, as well as LLQP – Life & Accident and Sickness qualifications, are essential.
- General knowledge of the investment and insurance industries, with awareness of the Canadian credit union system being an asset.
- The salary range for this position is estimated at $80,000 - $120,000 annually, depending on qualifications and experience.
- Permanent full-time employment offers stability and security.
- A comprehensive benefits package includes pension and preferred rates on Aviso Wealth Inc.'s products and services.
- Opportunities for community involvement and development further enrich this role.
This position aligns with Aviso Insurance Inc.'s mission to provide financial planning, life insurance, living benefits, and investments to members of credit unions and their communities. The successful candidate will be a key partner in delivering these services.
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