Wealth Advisor - Partner - GIM

Aviso Wealth•Nelson, BC

13d•CA$74,000 - CA$80,000•Hybrid

About The Position

Growth Investment Management Ltd. (“GIM”) is a merged entity of Money Works and Growth Financial, formed through a partnership of Steller Vista Credit Union, Nelson and District Credit Union, and Creston Credit Union. GIM offers a holistic approach to financial planning, providing tailored solutions to members throughout the Kootenay-Boundary region. The company is committed to employee growth and development, offering a supportive and inclusive work environment, comprehensive compensation, extended benefits, pension programs, health and wellness programs, and competitive vacation entitlement.

Requirements

Minimum 5 years of experience providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
Holds a Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. (Consideration may be given to candidates in-process towards completing CFP designation.)
Holds a valid driver's license and vehicle transportation
Ability and willingness to travel regularly within the Kootenay region of B.C.
Schedule flexibility to accommodate client needs
Successful completion of a bonding process that includes a criminal record check and credit check

Nice To Haves

Completion of post secondary designation preferred
OR an equivalent combination of education and experience

Responsibilities

Meets existing and prospective client needs by actively listening, promoting, and cross selling all wealth management products and providing referrals to cross functional business lines in the credit union
Following up on all paperwork pertaining to opening and ongoing maintenance of client investment and insurance accounts
Handling all aspects of incoming/outgoing client service-related issues including booking appointments, general and transactional inquiries and proactive client outreach
Independently completes progressively complex documentation such as estate and/or trust documentation, coordinating with key stakeholders as required
Develop comprehensive financial plans tailored to individual client needs, including investment strategies, retirement planning, and estate planning
Pursues business development opportunities by identifying, developing, leading, and carrying out the team’s sales and marketing campaigns through phone, networking, direct mail, online, community and business-related endeavors
Build and nurture long-term client relationships through regular communication and review meetings
Collaborate with other financial professionals to deliver integrated wealth management solutions