About the role
An exciting and immediate career opportunity is currently available at Avanti Wealth for a:
Wealth Consultant
As a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans. This position can be located in the Windsor or Kitchener-Waterloo regions.
In summary, the Wealth Consultant will:
· Offer advice related to investment products/solutions, insurance & life related products, estate planning, education savings planning, budgeting and retirement planning.
· Comply with established policies, guidelines and procedures to meet regulatory requirements
· Grow the business through active prospecting from your referral sources including the credit union staff
As the successful candidate, you’ll have responsibility for:
· Fostering relationships to gain, service, and retain business opportunities.
· Create diversified registered and non-registered portfolios through the sale of investment products and solutions based on your recommendations.
· Completing financial plans for members by identifying member financial objectives, gathering/processing/analyzing relevant information, developing the financial plan, implementation, and consistent follow up.
· Conducting continuous market research and trend analysis.
· Providing reporting to the credit union.
· Coaching and mentoring colleagues.
The “must-have” skills and qualifications that we’re looking for are:
· Post-secondary education in business or finance.
· CFP is preferred.
· A minimum of 5 years' financial services experience.
· A commitment to providing exceptional member service.
· Ability to work in an innovative, fast-paced environment.
Additional skills are considered assets too:
· Proven experience in building portfolios.
· Entrepreneurial aptitude.
· Proactive Business Development.
About Aviso Wealth
Aviso Wealth is one of Canada’s largest independent wealth management firms with over $95B in assets under administration and management, offering a full suite of products, services, and guidance to meet our client’s wealth management needs. Aviso Wealth was formed in 2018 with the coming together of three industry-leading companies: Credential Financial, Qtrade Investor and NEI Investments, and is owned by Canada’s key cooperative financial organizations: the Credit Union Centrals, The Co-operators (through its subsidiary CUMIS), and Desjardins.
At Aviso Wealth, we believe that every employee plays a vital role towards the success of our organization. Being certified as a Great Place to Work® is a true testament to our welcoming and inclusive culture. “Bringing our best together” is more than just a statement, it means we are committed to ensuring a positive and progressive employment experience for our current and prospective employees.
About the role
An exciting and immediate career opportunity is currently available at Avanti Wealth for a:
Wealth Consultant
As a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans. This position can be located in the Windsor or Kitchener-Waterloo regions.
In summary, the Wealth Consultant will:
· Offer advice related to investment products/solutions, insurance & life related products, estate planning, education savings planning, budgeting and retirement planning.
· Comply with established policies, guidelines and procedures to meet regulatory requirements
· Grow the business through active prospecting from your referral sources including the credit union staff
As the successful candidate, you’ll have responsibility for:
· Fostering relationships to gain, service, and retain business opportunities.
· Create diversified registered and non-registered portfolios through the sale of investment products and solutions based on your recommendations.
· Completing financial plans for members by identifying member financial objectives, gathering/processing/analyzing relevant information, developing the financial plan, implementation, and consistent follow up.
· Conducting continuous market research and trend analysis.
· Providing reporting to the credit union.
· Coaching and mentoring colleagues.
The “must-have” skills and qualifications that we’re looking for are:
· Post-secondary education in business or finance.
· CFP is preferred.
· A minimum of 5 years' financial services experience.
· A commitment to providing exceptional member service.
· Ability to work in an innovative, fast-paced environment.
Additional skills are considered assets too:
· Proven experience in building portfolios.
· Entrepreneurial aptitude.
· Proactive Business Development.
About Aviso Wealth
Aviso Wealth is one of Canada’s largest independent wealth management firms with over $95B in assets under administration and management, offering a full suite of products, services, and guidance to meet our client’s wealth management needs. Aviso Wealth was formed in 2018 with the coming together of three industry-leading companies: Credential Financial, Qtrade Investor and NEI Investments, and is owned by Canada’s key cooperative financial organizations: the Credit Union Centrals, The Co-operators (through its subsidiary CUMIS), and Desjardins.
At Aviso Wealth, we believe that every employee plays a vital role towards the success of our organization. Being certified as a Great Place to Work® is a true testament to our welcoming and inclusive culture. “Bringing our best together” is more than just a statement, it means we are committed to ensuring a positive and progressive employment experience for our current and prospective employees.