Wealth Management Specialist

3 weeks ago

Kelowna, British Columbia, Canada Envision Financial Full time
Job Title: Wealth Advisor

We are seeking a highly skilled Wealth Advisor to join our team at Envision Financial. As a Wealth Advisor, you will be responsible for providing expert financial planning and investment advice to our high-value members.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for members, taking into account their unique goals, risk tolerance, and financial situations.
  • Manage and grow an assigned portfolio of high-value members, providing ongoing financial planning and investment advice to ensure their financial goals are met.
  • Build and maintain strong relationships with members, understanding their financial needs and providing tailored solutions to meet those needs.
  • Collaborate with Wealth Planning Specialists and other team members to ensure members receive comprehensive financial planning and investment advice.
  • Stay up-to-date with industry trends, products, and best practices to provide expert advice to members.
Requirements:
  • College, Trade or Tech School Diploma (2 years) required
  • Bachelor's Degree preferred
  • Mutual funds license required
  • PFP designation required
  • CFP or CFA designation preferred
  • 5 years' experience in financial planning/investment sales with a proven track record of meeting or exceeding targets
  • 2 years' experience with retail lending required
  • Expert knowledge of the investment industry, products, and principles of investment advice/financial planning required

We offer a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for financial planning and investment advice, we encourage you to apply for this exciting opportunity.

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