Financial Planner / Mutual Fund Representative
Company: Growth Financial Corp. / Aviso Wealth
Location: Creston, British Columbia
Job Type: Full-time
Base Salary: $50,000 – $70,000 plus performance-based commission
· Comprehensive health and dental insurance
· Retirement savings plan with matching employer contributions
· Paid vacation
· Professional development and certification support
Are you a financial professional feeling burned out by the big-city commute, high cost of living, and a corporate culture that prioritizes sales quotas over client-first advice?
Imagine a career where you can practice true financial planning, build deep relationships with clients, and have a direct impact on their well-being—while living in the heart of the Kootenays.
Creston, BC, is a vibrant community nestled between the Selkirk and Purcell mountains, offering a slower lifestyle with a lower cost of living and unparalleled four-season access to mountains, hiking, skiing, and the pristine Kootenay Lake. We are not just offering a job; we are offering life the way you want it.
As a Financial Planner, you will be responsible for nurturing and growing a client practice built on trust and comprehensive advice. This is a planning-first role, supported by a firm that values your professional judgment.
· Listen closely to clients to identify aspirations and long-term financial goals.
· Develop and implement holistic financial plans covering investments, cash management, risk, retirement, and estate planning.
· Conduct detailed analysis of clients’ financial records to create customized strategies.
· Build and maintain long-term, trust-based relationships through proactive communication and exceptional service.
· Grow your book of business organically through referrals and ethical advice.
· Manage client service and administrative needs with precision and confidentiality.
· Active registration as a Mutual Fund Dealing Representative with CIRO (or predecessor MFDA).
· Completion of the Investment Funds in Canada (IFC) or Canadian Securities Course (CSC).
· 2–3 years of experience in a client-facing financial advisory or planning role.
· Clean compliance record and client-first mindset.
· Strong interpersonal, analytical, and communication skills.
· To hold out as a Financial Planner, the individual must have an FP designation. CFP, PFP, QAFP, etc
Willingness to obtain the Life License Qualification Program (LLQP) within 12–18 months.
· Certified Financial Planner (CFP®) designation (or in progress).
· Experience with financial planning software.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Insurance products are offered through Growth Financial Corp., a strategic partnership between StellerVista Credit Union and Creston & District Credit Union. Growth Financial Corp. is a licensed life insurance agency offering financial planning, life insurance, and investments. All insurance products are subject to applicable policy terms and legislation. Products sold through Growth Financial Corp. are not guaranteed or insured by a deposit insurer.
Aviso Wealth is a national, integrated financial services company owned by the Credit Union Centrals, CUMIS and Desjardins. Our investment and insurance dealers support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our automated investing platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
Please mention you found this job on AI Jobs. It helps us get more startups to hire on our site. Thanks and good luck!
Be the first to apply. Receive an email whenever similar jobs are posted.
Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Planner Q&A's