Aviso Investment Advisor

Kawartha Credit Union; Ontario; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking organization as an Aviso Investment Advisor, where you will service an established client base while developing new business opportunities. This role focuses on providing comprehensive financial planning and investment counseling, ensuring clients receive tailored advice to meet their individual goals. You will thrive in a supportive environment that values diversity and inclusion, working alongside a dedicated team committed to excellence in member service. If you are passionate about helping others achieve their financial aspirations, this is the perfect opportunity for you.

Qualifications

• Post-secondary education preferred with emphasis in financial planning.
• Minimum of two years of industry experience as a Financial Planner.

Responsibilities

• Service an established membership base and acquire new clients.
• Conduct personal interviews to develop financial plans for clients.

Skills

Sales Skills

Presentation Skills

Organizational Skills

Business Development Skills

Relationship Building

Education

Post-secondary education in financial planning

Financial Planning Designation (CFP, CLU, etc.)

Job 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

As An Aviso Investment Adviser, You Will

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

Qualifications

1. Post-secondary education with emphasis in financial planning or management would be preferred.
2. Level II Life License.
3. IRROC License.
4. Financial Planning Designation (i.e., CFP, CLU, Ch.F.C., CIM).
5. Minimum of two years of industry experience as a Financial Planner.
6. Ability to develop and maintain cooperative relationships.
7. Strong sales and presentation skills.
8. Strong organization skills.
9. Strong business development skills.
10. 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 take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

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!