Senior Financial Services Professional
1 month ago
We are seeking a highly skilled Financial Planning and Insurance Specialist to join our team at Aviso Wealth. As a key member of our organization, you will be responsible for delivering exceptional financial planning and insurance services to our clients.
Key Responsibilities- Conduct comprehensive financial reviews with clients to identify their needs and goals
- Develop personalized financial plans that align with clients' distinct objectives
- Provide holistic wealth management advice, encompassing financial, retirement, investment, estate, insurance, and tax planning
- Offer basic and comprehensive insurance planning strategies using life, disability, critical illness, and long-term care insurance
- Manage client files in compliance with regulatory requirements and report on activities to relevant stakeholders
- Participate in business development opportunities and promote Synergy Credit Union's investment products within the community
- A minimum of $85,000 - $100,000 per year, depending on experience
- Financial Planning Designation (e.g., CFP, PFP, CLU, Ch.F.C., CIM)
- Industry experience as a financial planner or equivalent
- Securities (CSC) License or Mutual Fund License
- LLQP – Life & Accident and Sickness
- General investment and insurance industry knowledge; awareness of the Canadian credit union system is an asset
- Demonstrated ability to develop lasting relationships and possess strong sales and presentation skills
- Competitive compensation package, including a recoverable base salary plus commission
- Benefits and pension plan
- Preferred rates on our products and services
- Ongoing professional development opportunities
- Community involvement opportunities
Aviso Wealth is a leading provider of financial planning, life insurance, living benefits, and investments to members of credit unions and their communities. We are committed to delivering exceptional service and supporting the growth and well-being of our clients.
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