Wealth Associate - Partner - Prosperity Credit Union

Aviso Wealth•Rosetown, SK

About The Position

Aviso Insurance Inc. and Aviso Wealth are seeking an experienced Wealth Associate to join their 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.

Requirements

Minimum two years of experience in a financial advisory role or related role, with strong attention to detail and a commitment to continuous learning
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

Nice To Haves

Knowledge of investment and/or insurance products is considered an asset

Responsibilities

Provide support to the Wealth Advisor by 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, and 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, and contributing to the achievement of branch growth objectives outlined in the business plan.