Wealth Sales Associate

4 weeks ago


Windsor, Ontario, Canada Aviso Wealth Full time
Job Title: Wealth Sales Assistant

We are seeking a highly skilled and motivated Wealth Sales Assistant to join our team at Aviso Wealth. As a key member of our team, you will play a critical role in supporting our Wealth Consultants and Senior Investment Advisors in delivering exceptional client service and driving business growth.

Key Responsibilities:
  • Identify new sales opportunities within our existing client base and develop strategies to grow and manage our advisory practice.
  • Provide administrative and office support services to our Wealth Consultants and Senior Investment Advisors, including coordinating client meetings and events.
  • Develop and execute business plans, client segmentation, and client service plans to deepen existing relationships and identify new opportunities.
  • Assist in the development of investment and financial plans, and provide proactive client service with a problem-resolution focus and attention to detail.
  • Stay up-to-date with industry rulings and policies, and ensure all client interactions are accurately documented.
Requirements:
  • Relevant industry experience and post-secondary education in business, accounting, or finance.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) certifications.
  • Ability to work independently and as part of a team, with excellent communication and problem-solving skills.
  • Passion for delivering exceptional client service and driving business growth.

Aviso Wealth is a leading provider of financial planning, life insurance, and investments to credit unions and their communities. We offer a dynamic and supportive work environment, and opportunities for professional growth and development.



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