Start Date
Immediate
Expiry Date
24 Nov, 26
Salary
0.0
Posted On
26 Aug, 26
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
Yes
Skills
Industry
Banking & Credit
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.
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