Wealth Consultant Partner Avanti Wealth
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Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
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 youll 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 were 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.
Required Experience:
Contract
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Aviso Wealth is a national, integrated financial services company owned by the Credit Union Centrals, CUMIS and Desjardins. Our investment and insurance dealers support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtra ... View more
