Strategic Wealth Planner & Portfolio Builder

Aviso Wealth; Windsor; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services firm in Windsor, Ontario is seeking a Wealth Consultant to deliver tailored financial planning and investment advice. Responsibilities include building and managing investment portfolios, fostering client relationships, and providing exceptional member service. The ideal candidate possesses a post-secondary education in business or finance, has a minimum of 5 years of experience in financial services, and is committed to thriving in a fast-paced environment.

Qualifications

• A minimum of 5 years' financial services experience is required.
• Commitment to exceptional member service is crucial.
• Ability to thrive in a fast-paced environment is essential.

Responsibilities

• Provide financial planning and investment advice services.
• Create diversified investment portfolios based on client needs.
• Conduct market research and analysis for continuous improvement.

Skills

Financial planning

Investment advice

Client relationship management

Business development

Education

Post-secondary education in business or finance

CFP preferred

Job description

A financial services firm in Windsor, Ontario is seeking a Wealth Consultant to deliver tailored financial planning and investment advice. Responsibilities include building and managing investment portfolios, fostering client relationships, and providing exceptional member service. The ideal candidate possesses a post-secondary education in business or finance, has a minimum of 5 years of experience in financial services, and is committed to thriving in a fast-paced environment.