Come join our growing team! We are looking for an Aviso Investment Advisor to help support continuing excellence in member service.
Aviso Investment Advisor - working for Aviso Wealth servicing Kawartha Credit Union members
Location: Kingston, ON and surrounding area
Hours: 40 hours per week
Rate of Pay: Commission-based pay structure
As an Aviso Investment Advisor, you will:
* Service an established membership base and existing book of business (options available for transition of an existing book of business).
* Acquire new clients through business development activities to build portfolio.
* Conduct personal interviews with clients, identify individual clients' needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
* Provide clients with retirement planning, investment counseling (investment funds, stocks, bonds), estate planning, and life and insurance services.
* Sell critical illness insurance and long-term care benefits and provide service in this area.
* Create and maintain client files and reports on activities to Kawartha Credit Union Senior Manager of Wealth.
* Promote the credit union’s investment and insurance services through the Aviso program in the community.
* Provide support where possible to Credit Union staff on wealth management products.
Qualifications:
* Post-secondary education with emphasis in financial planning or management preferred.
* Level II Life License.
* IRROC License.
* Minimum of two years of industry experience as a Financial Planner.
* Ability to develop and maintain cooperative relationships.
* Strong sales and presentation skills.
* Ability to work independently in a fast-paced environment.
At Kawartha Credit Union, diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.
If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!
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