Aviso Investment Advisor

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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