Associate Insurance Advisor

2 days ago

Rosetown, Canada Aviso Wealth Full time

Aviso Insurance Inc. is seeking an experienced Associate Insurance Advisor to join our fast-growing organization. This newly created role reflects the continued growth and success of our existing portfolio.

In this role, you will report directly to the VP, Wealth, contributing to the ongoing growth and success of the business.

Key Responsibilities:

- Facilitate client meetings by developing and presenting tailored financial strategies, recommendations, and solutions that align with client goals and needs
- Support clients through informed advice and proactive planning to ensure an exceptional experience
- Drive business growth by leveraging networking and relationship-building skills to expand your client base
- Communicate effectively through both written and verbal channels to build trust and deliver clear, actionable guidance
- Supports senior Wealth Protection Specialists with the management of ongoing client relationships to ensure seamless operations and strong client engagement
- Creates and maintains client files, adhering to compliance requirements
- Promote the organization and participate in continuing advisor education opportunities
- Support economic development initiatives and community events
- Support the achievement of branch growth targets as set out in the business plan

Qualifications:

- Possess Life Insurance license or be willing to obtain within first year of employment
- Proven ability to meet or exceed sales objectives is considered an asset
- Strong interpersonal skills with a focus on client-centric service
- Excellent communication skills and a passion for building lasting relationships

Flexible and/or extended work hours may be required. Travel may be required.

Salary will be proportionate with qualifications, experience, and education. Upon qualifying, we offer excellent employee benefits and a matched pension plan.

For more information on this position, you are invited to contact Bridgette Hilmoe, VP Wealth, at 306-882-5659.

While we thank all applicants for their interest,

only those considered for an interview will be contacted.

Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities

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