Wealth Associate - Partner - Prosperity Credit Union

Aviso Insurance Inc. and Aviso Wealth are seeking an experienced Wealth Associate to join our growing team. The successful candidate will support a high-performing Wealth Advisor managing a substantial portfolio of clients. This role is ideal for a proactive and professional individual who is passionate about delivering exceptional client service and contributing to the continued growth of a successful wealth management practice. The ideal candidate will demonstrate strong initiative, attention to detail, and a client-focused approach, with a commitment to building lasting relationships and enhancing the overall client experience. Key Responsibilities: · Provide support to the Wealth Advisor by: o Analyzing client accounts to identify opportunities and support business development activities o Delivering exceptional client service through in-person, telephone and email interactions o Managing and processing client referrals o Maintaining accurate and up-to-date electronic and physical client records o Preparing and processing account applications, account updates, and monthly reports o Coordinating with the dealer/back office to resolve administrative and operational issues o Processing investment account transactions with accuracy and attention to detail o Monitoring and following up on client applications, transactions, and service requests o Contributing to client retention and acquisition through a high standard of service o Ensuring compliance with regulatory, risk management, and internal policy requirements o Responding to client inquiries accurately and in a timely manner o Managing the advisor’s calendar and overseeing wealth management correspondence and communications · Support the organization by: o Promoting the organization and participating in ongoing professional development o Supporting community initiatives and economic development strategies o Contributing to the achievement of branch growth objectives outlined in the business plan Qualifications: · Minimum two years of experience in a financial advisory role or related role, with strong attention to detail and a commitment to continuous learning · Knowledge of investment and/or insurance products is considered an asset · Strong organizational and time management skills, with the ability to effectively prioritize tasks in a fast-paced environment · Demonstrated ability to build and maintain client relationships while delivering a high standard of service · Excellent interpersonal, communication, and telephone skills, with a professional approach to client interactions · Proficient in Microsoft 365 applications and comfortable working in a technology-driven environment Flexible and occasional extended work hours, as well as travel, may be required. The successful candidate will have opportunities for professional growth and career development within a collaborative, values-driven organization that supports continuous learning. Compensation will commensurate with qualifications, experience, and education. We offer a competitive salary, comprehensive employee benefits, and a matched pension plan upon eligibility. For more information on this position, you are invited to contact Bridgette Hilmoe, VP Wealth, at 306-882-5659 or Shannon Johnston, Wealth Protection Specialist/Wealth Advisor at 306-882-5580 We will be reviewing all applications during the week of August 24; however, this position will remain posted until successfully filled. To apply for this position in confidence, interested candidates can apply through the career’s opportunities page at www.aviso.ca While we thank all applicants for their interest, only those considered for an interview will be contacted. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

The Wealth Associate will support a Wealth Advisor by managing client accounts, processing transactions, and ensuring accurate record-keeping. They are also responsible for delivering exceptional client service, resolving operational issues, and contributing to branch growth objectives.

Candidates must have at least two years of experience in a financial advisory or related role with strong attention to detail. Proficiency in Microsoft 365 and the ability to build professional client relationships are essential for this position.

• Comprehensive employee benefits • Matched pension plan

• Gestion du tempsSouhaitée
• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Saisie de donnéesSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Wealth management
• Client service
• Business development
• Account management
• Financial advisory
• Regulatory compliance
• Risk management
• Investment products
• Insurance products
• Time management
• Communication skills
• Interpersonal skills
• Microsoft 365
• Data entry
• Reporting
• Problem solving
• Continuous Development
• Regulatory Risk
• Business Development
• Management
• Business Planning
• Investments
• Customer Service
• Communication
• Economic Development
• Financial Planning
• Insurance Products
• Interpersonal Communications
• Telephone Skills
• Wealth Management
• Time Management
• Securities (Finance)
• Coordinating
• Detail Oriented

• Finance & Accounting
• Customer Service & Support
• Administrative
• Management & Leadership
• Credit Union Manager
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine