Financial Advisor

2 days ago

Cranbrook, Canada Aviso Wealth Full time
Job Opportunity

We are seeking a highly motivated and experienced Financial Advisor to join our team at Aviso Wealth. As a key member of our team, you will play a significant role in providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.

About the Role

  • Provide holistic financial planning and investment advice to clients, taking into account their individual needs and circumstances.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored advice and guidance to help them achieve success.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.
  • Work collaboratively with other members of the team to achieve business objectives and deliver exceptional client service.

Requirements

  • Minimum of five years' experience in providing financial planning and investment advice to clients.
  • Hold or be working towards the Certified Financial Planner (CFP) designation.
  • Licensed to sell securities and life insurance within BC.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Results-driven and self-motivated, with a strong commitment to delivering exceptional client service.

What We Offer

  • A competitive compensation package, including participation in extended benefits and pension programs.
  • The opportunity to work with a dynamic and forward-thinking organization, committed to delivering exceptional client service and achieving business success.
  • A collaborative and supportive team environment, with opportunities for professional growth and development.

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