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Aviso Wealth

60 jobs near Columbus, OH

Aviso Wealth

$52 - $70/hr

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 ...

Aviso Wealth

Transfers Administrator

Vancouver, BC

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership ...

Aviso Wealth

Transfers Administrator

Toronto, ON

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership ...

Aviso Wealth

Transfers Administrator

Toronto, ON · On-site

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership ...

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Wealth Associate - Partner - Prosperity Credit Union

Aviso Wealth

On-site

$52 - $70/hr

Other

Retirement

Posted 7 days ago

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.

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