Wealth Management Specialist

1 week ago

Ottawa, Ontario, Canada Aviso Wealth Full time

Job Title: Wealth Management Specialist

Job Summary: We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our sales team, you will be responsible for building and maintaining relationships with our clients, identifying their financial needs, and providing tailored solutions to help them achieve their financial goals.

Key Responsibilities:

  • Develop and implement sales strategies to acquire new clients and grow existing relationships
  • Conduct needs assessments and provide financial planning and wealth management advice to clients
  • Collaborate with internal teams to ensure seamless delivery of services and solutions to clients
  • Stay up-to-date with industry trends and developments to ensure expertise and knowledge in wealth management

Requirements:

  • Proven track record of success in sales and wealth management
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Knowledge of financial products and services

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

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