Wealth Advisor (CAM) Insurance Advisor (CFS) -Partner- Assiniboine Credit Union

Updated: March 08, 2024 04:39 PM GMT

Full-time Job in Gillam, Manitoba

Aviso Wealth

Gillam, MB, Canada

POSITION OVERVIEW

This dual role of Wealth Advisor (Credential Asset Management Inc.) and Insurance Advisor (Credential Financial Strategies Inc.) contributes positively to the members’ journey by playing a key role in providing Wealth and insurance planning and building relationships. This role completes a thorough review of a member’s financial and insurance needs. This role provides recommendations that meet the members’ needs today and into the future. The role will proactively seek business development opportunities with current and potential members to promote wealth accumulation and wealth preservation. The position will be required to create an annual business plan to build the business and provide financial/insurance planning and investment recommendations.

RESPONSIBILITIES

· Responsible for proactively maintaining and growing an existing mutual fund and insurance book of business.

· Develop and provide detailed financial solutions for members including, but not limited... More Detail