Aviso Investment Advisor

Kawartha Credit Union; Kingston; On-site; CAD 60,000 - 80,000; Full time

Job summary

Kawartha Credit Union is seeking an Aviso Investment Advisor to enhance member service by providing financial planning, investment counseling, and insurance services. This role involves servicing existing clients and acquiring new ones through business development. The ideal candidate will have a strong sales background and relevant licenses, contributing to a diverse and inclusive workplace.

Qualifications

• Minimum of two years of industry experience as a Financial Planner.
• Level II Life License and IRROC License required.

Responsibilities

• Service an established membership base and acquire new clients.
• Conduct personal interviews and develop financial plans.
• Sell critical illness insurance and long-term care benefits.

Skills

Sales

Presentation

Relationship Management

Education

Post-secondary education in financial planning or management

Job description

Description

Come join our growing team! We are looking for an Aviso Investment Advisor to join our current team to help support continuing excellence in member service.

Aviso Investment Advisor - working for Aviso Wealth servicing Kawartha Credit Union members

Location: Kingston, ON and surrounding area

Hours: 40 hours per week

Rate of Pay: Commission-based pay structure

Responsibilities:

• Service an established membership base and existing book of business. (Options available for transition of an existing book of business).
• Acquire new clients through business development activities to build portfolio.
• Conduct personal interviews with clients, identify individual clients' needs and goals, develop appropriate financial plans, and make recommendations.
• Provide clients with retirement planning, investment counseling (funds, stocks, bonds), estate planning, and life and insurance services.
• Sell critical illness insurance and long-term care benefits and provide service in this area.
• Create and maintain client files and activity reports for Kawartha Credit Union Senior Manager of Wealth.
• Promote the credit union’s investment and insurance services through the Aviso program in the community.
• Support Credit Union staff on wealth management products where possible.

Qualifications:

• Post-secondary education with emphasis in financial planning or management (preferred).
• Level II Life License.
• IRROC License.
• Minimum of two years of industry experience as a Financial Planner.
• Ability to develop and maintain cooperative relationships.
• Strong sales and presentation skills.
• Ability to work independently in a fast-paced environment.

At Kawartha Credit Union, diversity and inclusion are reflected in our core values and highlighted in our care for others. We pride ourselves on providing a workplace that appreciates differences and encourages respect. We are committed to a culture that is accessible and inclusive for both members and employees. If you require accommodation during the recruitment and selection process, please inform our Human Resources team.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive, barrier-free recruitment and selection process, apply now!