Talent.com
Aviso Wealth
Wealth Associate - Partner - Prosperity Credit UnionAviso Wealth • Central Saskatchewan (Humboldt), ca
Wealth Associate - Partner - Prosperity Credit Union

Wealth Associate - Partner - Prosperity Credit Union

Aviso Wealth • Central Saskatchewan (Humboldt), ca
1 day ago
Job type
  • Full-time
Job description
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 performing the following tasks:

Analyzing client accounts to identify opportunities and support business development activities

Delivering exceptional client service through in-person, telephone and email interactions

Managing and processing client referrals

Maintaining accurate and up-to-date electronic and physical client records

Preparing and processing account applications, account updates, and monthly reports

Coordinating with the dealer/back office to resolve administrative and operational issues

Processing investment account transactions with accuracy and attention to detail

Monitoring and following up on client applications, transactions, and service requests

Contributing to client retention and acquisition through a high standard of service

Ensuring compliance with regulatory, risk management, and internal policy requirements

Responding to client inquiries accurately and in a timely manner

Managing the advisor’s calendar and overseeing wealth management correspondence and communications

Support the organization by:

Promoting the organization and participating in ongoing professional development

Supporting community initiatives and economic development strategies

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.

We will be reviewing all applications during the week of August 24; however, this position will remain posted until successfully filled.

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.

#J-18808-Ljbffr
Create a job alert for this search

Wealth Associate - Partner - Prosperity Credit Union • Central Saskatchewan (Humboldt), ca

Similar jobs

Sales Representative - 60k / Year - Remote

Spade RecruitingHumboldt, Saskatchewan
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more

 • Promoted

Retail Associate Needed at Home Hardware

AutismservicesHumboldt, SK, CA
Full-time

Step into the world of retail with Home Hardware as a Retail Associate.This position emphasizes customer service and knowledge of building materials in a friendly environment.Home Hardware is looki... Show more

 • Promoted

From Hobby to Income: Turn Gaming into a Paying Side Hustle

Free Cash by AlmediaLanigan, Other, Canada
Full-time

Receive a $5 welcome bonus when you complete your first offer!Make money in your spare time by completing online tasks:.Take paid surveys (5-15 minutes each).Test new mobile games and apps.Share yo... Show more

 • Promoted

No Frills Cashier – Make a Difference

Loblaw Companies LimitedHumboldt, SK, CA
Full-time

Step into the Cashier role at No Frills and help shape community retail experiences across Canada.Your role involves connecting with customers and ensuring smooth transactions each day.At No Frills... Show more

 • Promoted

Territory Sales Representative

AutismservicesHumboldt, SK, CA
Full-time

Humboldt, SK is currently seeking a full-time Territory Sales Representative who has a desire and ability to learn, grow relationships, and adapt to current and future farm businesses.We have been ... Show more

 • Promoted

Sales Representative in Agriculture Equipment

AutismservicesHumboldt, SK, CA
Full-time

Become a vital part of Hergott Farm Equipment Ltd.Humboldt, SK, as a Territory Sales Representative.Focus on building relationships and providing strategic equipment solutions to agricultural clien... Show more

 • Promoted

Earn Money Testing Apps - Remote

AlmediaSt. Brieux, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Earn Money Playing Games - Remote

AlmediaLanigan, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausHumboldt, SK, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Sales Consultant

AutismservicesHumboldt, SK, CA
Full-time

Email your resume to chris@discoveryfordsales.Or apply in person 2307 8TH AVE Humboldt, Sk.Help people find the perfect vehicle to fit their lifestyle.Learn the ins and outs of the Ford lineup (plu... Show more

 • Promoted

Automotive Sales Consultant at Discovery Ford

AutismservicesHumboldt, SK, CA
Full-time

Launch your career as an Automotive Sales Consultant at Discovery Ford in Humboldt, Saskatchewan.Connect with customers and share your passion for vehicles in a vibrant team environment.Discovery F... Show more

 • Promoted

Automotive Detailer

AutismservicesHumboldt, SK, CA
Full-time

Email your resume to rhett@discoveryfordsales.Or apply in person at 2307 8TH AVE, Humboldt, SK.Achieve and maintain a high level of quality automotive cleaning inside and out of the vehicle.Polish,... Show more

 • Promoted

Administrative Role as Program Delivery Associate

AutismservicesHumboldt, SK, CA
Full-time

Join Carlton Trail College as a Program Delivery Associate, focusing on administrative support and student engagement efforts.Elevate program success through effective communication.This role invol... Show more

 • Promoted

Product Knowledge Creator for Bourgault Sales Team

AutismservicesSt. Brieux, SK, CA
Full-time

Bourgault Industries is hiring a Product Knowledge Creator in St.Brieux, SK for their Sales Team.Focus on creating technical resources and digital media to enhance customer learning.In this full-ti... Show more

 • Promoted

Product Knowledge Creator (Online Training)

AutismservicesSt. Brieux, SK, CA
Full-time +1

Product Knowledge Creator (Online Training).Apply online at: https://applynow.Bourgault Industries is a leading global manufacturer of technologically advanced seeding & tillage equipment, with hea... Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaMuenster, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Earn Extra Income - Remote

AlmediaHumboldt, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Program Delivery Associate

AutismservicesHumboldt, SK, CA
Permanent

Quoting Competition #2526-43, please email your application to careers@carltontrailcollege.For a complete job description, go to www.Reporting to the Post-Secondary Programs Manager, the Program De... Show more

 • Promoted

Retail Sales Associate

AutismservicesHumboldt, SK, CA
Full-time

Home Hardware is recruiting for a Retail Sales Associate.This role requires energetic and friendly service, knowledge of building materials, household merchandise, and basic computer skills.The com... Show more

 • Promoted

Cashier Part Time Evening

Loblaw Companies LimitedHumboldt, SK, CA
Part-time +1

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together.Our commitment to positively... Show more