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.
Position Type: Vacant Position
Salary Range: $46,000 - 90,000
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.
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What We Do
Aviso empowers better wealth management for all Canadians. We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients. With approximately $128 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team of experienced professionals embrace a “oneaviso” culture that celebrates leadership, innovation, partnership, responsibility, and community. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc
