Wealth Consultant - Partner - Avanti Wealth

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

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.