Financial Services Representative

3 days ago


Saskatoon, Saskatchewan, Canada Aviso Wealth Full time

Aviso Wealth is seeking a motivated and detail-oriented Financial Services Representative to join our team in Saskatoon, SK. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, helping them deliver comprehensive financial strategies to our clients.

About the Role

This role offers an excellent opportunity for career progression into a Wealth Associate or Advisor role, with ongoing training, coaching, and education provided. You will work in a pleasant and professional environment, with a base salary plus bonus program. If you have a post-secondary diploma or degree in a related field, this may be the ideal opportunity for you.

We are looking for someone who is self-motivated, entrepreneurial, and team-oriented, with a passion for building relationships and delivering exceptional customer service. You should have excellent communication and organizational skills, with the ability to work effectively in a fast-paced environment.

Key Responsibilities
  • Schedule and prepare client meetings with Senior Wealth Advisors and support in developing appropriate financial strategies and recommendations.
  • Contribute to office administrative duties and support senior representatives with the management of ongoing client relationships to ensure seamless operations and strong client engagement.
  • Create and maintain accurate client files, adhering to compliance requirements.
  • Promote and market firm's investment and insurance services internally and externally.
  • Support Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act.
Benefits

The successful candidate will benefit from:

  • Opportunity for career progression into a Wealth Associate or Advisor role.
  • Ongoing training, coaching, and education.
  • A pleasant and professional working environment.
  • Base salary plus bonus program.

The estimated annual salary for this role is $65,000-$75,000, based on industry standards and location. However, this is not a guarantee and may vary depending on experience and qualifications.



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