Wealth Management Advisor

2 weeks ago

Cranbrook, Canada Aviso Wealth Full time
StellerVista Credit Union Partnership

We are proud to be in partnership with Nelson & District Credit Union since 2012, offering a unique approach to financial planning that matches members' needs with tailored solutions. Our team provides a range of products and services to members across the Kootenay-Boundary region.

Career Opportunity

We are seeking a dynamic and results-driven Wealth Advisor to join our team in the East Kootenay Region. As a key member of our team, you will play a significant role in providing financial advice and assistance to clients, while strengthening our presence in the communities we serve.

Key Responsibilities
  • Provide holistic financial advice and assistance to clients
  • Develop and maintain a loyal book of households
  • Work collaboratively with our team to achieve business objectives
  • Travel to meet clients and members in their communities
Requirements
  • Minimum of five years' experience in providing holistic financial advice
  • Hold or be about to complete the Certified Financial Planner (CFP) designation
  • Licensed to sell securities and life insurance within BC
  • Post-secondary designation preferred
What We Offer
  • Competitive compensation package
  • Participation in extended benefits and pension programs
  • Opportunity to work with a dynamic and collaborative team
How to Apply

Interested applicants should submit a resume and cover letter to Human Resources at StellerVista MoneyWorks. We thank all candidates for their interest, however, only those selected for an interview will be contacted.

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