Wealth Associate - Partner - Prosperity Credit Union

Aviso; Rosetown; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Matched pension plan

Job summary

Aviso Insurance Inc. and Aviso Wealth are seeking an experienced Wealth Associate to join our growing team.

The successful candidate will support a high-performing Wealth Advisor managing a substantial portfolio of clients and contribute to continued growth of a successful wealth management practice. The role requires initiative, attention to detail, and a client-focused approach to build lasting relationships and enhance the overall client experience.

Qualifications

• Minimum two years of experience in a financial advisory role or related role, with strong attention to detail and a commitment to continuous learning
• Knowledge of investment and/or insurance products is considered an asset
• Strong organizational and time management skills, with the ability to effectively prioritize tasks in a fast-paced environment
• Demonstrated ability to build and maintain client relationships while delivering a high standard of service
• Excellent interpersonal, communication, and telephone skills, with a professional approach to client interactions
• Proficient in Microsoft 365 applications and comfortable working in a technology-driven environment

Responsibilities

• Provide support to the Wealth Advisor by analyzing client accounts to identify opportunities and support business development activities
• Deliver exceptional client service through in-person, telephone and email interactions
• Manage and process client referrals
• Maintain accurate and up-to-date electronic and physical client records
• Prepare and process account applications, account updates, and monthly reports
• Coordinate with the dealer/back office to resolve administrative and operational issues
• Process investment account transactions with accuracy and attention to detail
• Monitor and follow up on client applications, transactions, and service requests
• Contribute to client retention and acquisition through a high standard of service
• Ensure compliance with regulatory, risk management, and internal policy requirements
• Respond to client inquiries accurately and in a timely manner
• Manage the advisor’s calendar and overseeing wealth management correspondence and communications
• Promote the organization and participate in ongoing professional development
• Support community initiatives and economic development strategies
• Contribute to the achievement of branch growth objectives outlined in the business plan

Skills

Financial advisory experience

Attention to detail

Client relationship management

Interpersonal communication

Microsoft 365

Tools

Microsoft 365

Job description

Aviso Insurance Inc. and Aviso Wealth are seeking an experienced Wealth Associate to join our growing team. The successful candidate will support a high-performing Wealth Advisor managing a substantial portfolio of clients. This role is ideal for a proactive and professional individual who is passionate about delivering exceptional client service and contributing to the continued growth of a successful wealth management practice. The ideal candidate will demonstrate strong initiative, attention to detail, and a client-focused approach, with a commitment to building lasting relationships and enhancing the overall client experience.

Key Responsibilities:

• Provide support to the Wealth Advisor by:
  • Analyzing client accounts to identify opportunities and support business development activities
  • Delivering exceptional client service through in-person, telephone and email interactions
  • Managing and processing client referrals
  • Maintaining accurate and up-to-date electronic and physical client records
  • Preparing and processing account applications, account updates, and monthly reports
  • Coordinating with the dealer/back office to resolve administrative and operational issues
  • Processing investment account transactions with accuracy and attention to detail
  • Monitoring and following up on client applications, transactions, and service requests
  • Contributing to client retention and acquisition through a high standard of service
  • Ensuring compliance with regulatory, risk management, and internal policy requirements
  • Responding to client inquiries accurately and in a timely manner
  • Managing the advisor’s calendar and overseeing wealth management correspondence and communications
• Support the organization by:
  • Promoting the organization and participating in ongoing professional development
  • Supporting community initiatives and economic development strategies
  • Contributing to the achievement of branch growth objectives outlined in the business plan

Qualifications:

• Minimum two years of experience in a financial advisory role or related role, with strong attention to detail and a commitment to continuous learning
• Knowledge of investment and/or insurance products is considered an asset
• Strong organizational and time management skills, with the ability to effectively prioritize tasks in a fast-paced environment
• Demonstrated ability to build and maintain client relationships while delivering a high standard of service
• Excellent interpersonal, communication, and telephone skills, with a professional approach to client interactions
• Proficient in Microsoft 365 applications and comfortable working in a technology-driven environment

Flexible and occasional extended work hours, as well as travel, may be required.

The successful candidate will have opportunities for professional growth and career development within a collaborative, values-driven organization that supports continuous learning.

Compensation will commensurate with qualifications, experience, and education. We offer a competitive salary, comprehensive employee benefits, and a matched pension plan upon eligibility.

For more information on this position, you are invited to contact Bridgette Hilmoe, VP Wealth, at 306-882-5659 or Shannon Johnston, Wealth Protection Specialist/Wealth Advisor at 306-882-5580

We will be reviewing all applications during the week of August 24; however, this position will remain posted until successfully filled.

While we thank all applicants for their interest, only those considered for an interview will be contacted.

Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.