Wealth Advisor

6 days ago

Saskatoon, Canada Aviso Wealth Full time

**CAREER OPPORTUNITY**

**Wealth Advisor and/or Insurance Advisor**

**Saskatoon, SK**

**Are you a Wealth or Insurance professional looking to advance your career? **A position as a Wealth Advisor/Insurance Advisor could propel you forward in a fulfilling career with unlimited potential

**Position Duties**:

- Conduct reviews with members, uncovering needs and goals and developing a personalized financial plan with recommendations customized to members’ distinct needs, goals and values.
- Provide a holistic wealth approach that focuses on each person’s unique situation. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
- Provide basic and comprehensive insurance planning strategies using life, disability, critical illness and long-term care insurance.
- Create and maintain client files adhering to compliance requirements. Report on activities to the Credit Union Wealth Manager and/or Aviso Sales Development Manager.
- Conduct client seminars on wealth management and attend business development opportunities.
- Administer assigned budget, ensuring budget is adhered to and expenditures effectively managed.
- Promote Synergy Credit Union’s investment through the AVI program in the community.
- Provide advice to credit union staff on wealth management products.
- Develop business plans.
- Identify opportunities that meet members’ needs and plant seeds for future product/services and follow-ups.

**Qualifications**:

- Financial Planning Designation (i.e. CFP, PFP, CLU, Ch.F.C., CIM)
- Industry experience as a financial planner or equivalent
- Securities (CSC) License or Mutual Fund License
- LLQP - Life & Accident and Sickness
- General investment and insurance industry knowledge; awareness of the Canadian credit union system is an asset.
- Demonstrated ability to develop and maintain lasting relationships along with strong sales and presentation skills, compelling oral and written communication abilities, and effective organizational skills.
- Passion for engaging in business development activities and volunteerism.
- The ability to work independently in a fast-paced environment.
- Teamwork spirit

**More details**:

- Permanent full-time position, 37.5 hours weekly
- Flexibility to work outside various hours is required for travel, events and member meetings.

**What do we offer?**
- Competitive compensation, which includes a recoverable base salary plus commission.
- Benefits and pension
- Preferred rates on our products and services
- Investment in your professional development
- Community involvement opportunities

Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., which is owned by Desjardins Financial Holding Inc., the five provincial Credit Union Centrals and The CUMIS Group Limited. Aviso Insurance Inc. offers financial planning, life insurance, living benefits and investments to members of credit unions and their communities. This position is in partnership with **Synergy Credit Union.**
- We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check._

**For more information about Synergy Credit Union, please visit**:

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