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.
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.
Consultant Q&A's