Wealth Management Specialist

4 weeks ago

Ottawa, Ontario, Canada Aviso Wealth Full time
Job Title: Outbound CC Wealth Focused MSO1

At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to grow our wealth management business.

Key Responsibilities:
  • Develop and execute a sales strategy to acquire new wealth management clients and grow existing relationships.
  • Conduct outbound calls and meetings to build trust and establish relationships with members, understanding their financial goals and objectives.
  • Provide expert advice and guidance on investment products and services, ensuring members receive the best possible solutions for their financial needs.
  • Collaborate with internal teams to ensure seamless delivery of services and products to members.
  • Stay up-to-date with industry trends, products, and services to maintain expertise and provide exceptional member service.
Requirements:
  • Proven sales and relationship-building skills, with a strong track record of achieving sales targets.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with members.
  • Strong knowledge of investment products and services, with the ability to provide expert advice and guidance.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and bonus structure, with opportunities for bonuses and incentives.
  • A comprehensive benefits package, including health, dental, and vision coverage.
  • Opportunities for professional development and training, to enhance your skills and knowledge.

  • Wealth Management Specialist

    2 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Wealth Management SpecialistJob Summary:As a Wealth Management Specialist at Aviso Wealth, you will play a key role in assisting our members build a customized financial wellness plan that meets their unique needs. You will be responsible for term renewals, building relationships with members, and identifying referral opportunities.Key...

  • Wealth Management Specialist

    1 week ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Wealth Management SpecialistJob 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...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1Job 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 team, you will be responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and helping them...

  • Wealth Management Specialist

    7 days ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    **Role Overview:**Aviso Wealth is seeking a skilled Wealth Management Specialist to join our team. In this role, you will play a key part in helping our members achieve their financial goals by providing expert advice and guidance on wealth management products and services.Key Responsibilities:Develop and maintain strong relationships with members to...

  • Wealth Management Specialist

    2 months ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1About the Role:We are seeking a highly skilled and motivated individual to join our team as a Wealth Management Specialist. As a key member of our team, you will be responsible for building and maintaining relationships with our members, providing them with tailored financial wellness plans, and identifying...

  • Wealth Management Specialist

    2 months ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our MSO1 team, you will play a critical role in building strong relationships with our clients and helping them achieve their financial goals.Key ResponsibilitiesSales:Analyze clients' financial portfolios and provide...

  • Wealth Management Specialist

    6 days ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our team, you will play a critical role in helping our members achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with our members to understand their financial needs and goals.Develop and...

  • Wealth Management Specialist

    2 months ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing personalized financial planning and investment advice, and driving business growth through strategic sales...

  • Wealth Management Specialist

    2 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job SummaryAs a Wealth Management Specialist at Aviso Wealth, you will play a key role in helping our members achieve their financial goals. This is a unique opportunity to build relationships, identify referral opportunities, and provide tailored investment solutions to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with our...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and identifying opportunities to...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly skilled and motivated individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for assisting our members in building a customized financial wellness plan that meets their unique needs and goals.Key Responsibilities:Assist members in term...

  • Wealth Management Specialist

    1 month ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Outbound CC Wealth Focused MSO1At Aviso Wealth, we are seeking a highly motivated and results-driven individual to join our team as an Outbound CC Wealth Focused MSO1. This role is responsible for building and maintaining strong relationships with our members, providing them with tailored financial wellness plans, and driving business growth...