Job Title

This position is responsible for working with credit union members to create simple needs analysis reports and comprehensive financial plans based on individual financial needs and goals. The role includes providing retirement planning, investment counseling, estate planning, and disability insurance services.ResponsibilitiesConducts personal interviews with members to identify needs and goals, and develops an appropriate financial plan.Provides members with retirement planning, investment counseling, estate planning, and life and disability insurance services.Sells critical illness insurance and long term care benefits and provides service in this area.Creates and maintains client files, and reports on activities to Credit Union Wealth Manager and/or Aviso Sales Development Manager.Conducts client seminars on wealth management and attends Trade Shows as required.Administers assigned budget and ensures budget is not exceeded and expenditures are effectively managed.Promotes the credit unions investment and insurance services through the AVI program in the community.Provides support to Credit Union staff on wealth management products.Develops business plans.QualificationsHigh School DiplomaLevel II Life LicenseMutual fund (IFIC) and/or Securities (CSC) LicensingFinancial Planning Designation (i.e. CFP, CLU, Ch.F.C., CIM)Minimum 2 years of industry experience as a financial plannerThe incumbent requires strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. The incumbent must be able to work independently in a fast-paced environment and keep informed about the latest trends in financial markets.Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., which is owned by Desjardins Financial Holding Inc., the five provincial Credit Union Centrals and The CUMIS Group Limited. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. #J-18808-Ljbffr