Wealth Planner & Retirement Strategy

Aviso Wealth; Canora; On-site; CAD 50,000 - 75,000; Full time

Job summary

A financial services firm in Canora is seeking a Financial Planner to assist credit union members with their financial goals through personalized planning. Responsibilities include conducting interviews, providing investment advice, and managing client relationships. Candidates should possess valid financial licenses and have at least two years of relevant experience. The role requires excellent communication and organizational skills.

Qualifications

• Minimum 2 years of industry experience as a financial planner.
• Strong understanding of financial planning processes.
• Stay informed about the latest trends in financial markets.

Responsibilities

• Conduct personal interviews with members to identify needs.
• Provide retirement planning and investment counseling.
• Sell critical illness insurance and long-term care benefits.
• Create and maintain client files for reporting.
• Conduct client seminars and attend trade shows.
• Manage assigned budget effectively.

Skills

Sales and presentation skills

Oral and written communication skills

Organizational skills

Independent work capability

Education

High School Diploma

Level II Life License

Mutual fund (IFIC) and/or Securities (CSC) Licensing

Financial Planning Designation (CFP, CLU, Ch.F.C., CIM)

Job description

A financial services firm in Canora is seeking a Financial Planner to assist credit union members with their financial goals through personalized planning. Responsibilities include conducting interviews, providing investment advice, and managing client relationships. Candidates should possess valid financial licenses and have at least two years of relevant experience. The role requires excellent communication and organizational skills.