Financial Planning Assistant
3 weeks ago
We are seeking a detail-oriented and organized Financial Planning Assistant to join our team at Aviso Wealth. This role is ideal for an individual who is passionate about providing exceptional client service and has a strong understanding of financial planning concepts.
About the RoleThe Financial Planning Assistant will be responsible for supporting Senior Wealth Advisors in delivering comprehensive financial strategies to clients. This includes scheduling client meetings, preparing accurate client files, and promoting the firm's investment and insurance services.
Key Responsibilities:
- Schedule and prepare client meetings with Senior Wealth Advisors and support in developing appropriate financial strategies and recommendations.
- Share responsibility for office administrative duties and support senior representatives in managing ongoing client relationships to ensure seamless operations and strong client engagement.
- Create and maintain accurate client files, adhering to compliance requirements.
- Promote and market the firm's investment and insurance services internally and externally.
- Provide support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act.
Benefits:
- Opportunity for career progression into a Wealth Associate or Advisor role
- Ongoing training, coaching, and education
- Pleasant and professional working environment
- Base salary plus bonus program
We offer a competitive base salary range of $55,000 - $65,000 per year, depending on experience. If you have a post-secondary diploma or degree in a related field and are looking for a dynamic career opportunity, we encourage you to apply.
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