Associate Insurance Advisor Partner Prosperity CU

Description

Aviso Insurance Inc. is seeking an experienced Associate Insurance Advisor to join our fast-growing organization. This newly created role reflects the continued growth and success of our existing portfolio.

The successful candidate is a motivated self-starter with a high level of professionalism and a strong desire to build and expand on a successful financial practice. You bring a strong work ethic a positive client-first mindset and a genuine passion for delivering an empowering and exceptional client experience.

In this role you will report directly to the VP Wealth contributing to the ongoing growth and success of the business.

Key Responsibilities :

Facilitate client meetings by developing and presenting tailored financial strategies recommendations and solutions that align with client goals and needs

Support clients through informed advice and proactive planning to ensure an exceptional experience

Drive business growth by leveraging networking and relationship-building skills to expand your client base

Communicate effectively through both written and verbal channels to build trust and deliver clear actionable guidance

Supports senior Wealth Protection Specialists with the management of ongoing client relationships to ensure seamless operations and strong client engagement

Creates and maintains client files adhering to compliance requirements

Promote the organization and participate in continuing advisor education opportunities

Support economic development initiatives and community events

Support the achievement of branch growth targets as set out in the business plan

Qualifications :

Possess Life Insurance license or be willing to obtain within first year of employment

Proven ability to meet or exceed sales objectives is considered an asset

Strong interpersonal skills with a focus on client-centric service

Excellent communication skills and a passion for building lasting relationships

Flexible and / or extended work hours may be required. Travel may be required.

The successful candidate will have opportunities for personal and professional growth within an environment that promotes continuous learning and cooperative values.

Salary will be proportionate with qualifications experience and education. Upon qualifying we offer excellent employee benefits and a matched pension plan.

For more information on this position you are invited to contact Bridgette Hilmoe VP Wealth at .

We will be reviewing all applications during the week of February 9 2026; however this position will remain posted until successfully filled.

To apply for this position in confidence interested candidates can apply through the careers opportunities page at

While we thank all applicants for their interest

only those considered for an interview will be contacted.

Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc. offering financial planning life insurance and investments to members of credit unions and their communities

Required Experience :

IC

Key Skills

Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills

Employment Type : Advisor

Experience : years

Vacancy : 1