Accelerate your career as a Mutual Funds Investment Specialist at Aviso Wealth. Focus on client relationship management and tailor investment strategies that drive financial success.
Reporting to the Director of Wealth Management, the role entails offering high-quality financial planning advice and managing diverse client portfolios. An individual with extensive industry experience will thrive here, ensuring each client receives attentive and personalized service. You will also collaborate with a dedicated team to promote departmental growth and client satisfaction.
Key Responsibilities:
• Manage and enhance client investment portfolios
• Provide customized financial and investment solutions
• Foster client relationships through exceptional service




• Identify prospects for portfolio improvement
• Collaborate with the Wealth Management team to achieve goals
Requirements:
• At least five years of investment industry experience
• IFIC / CSC certification required
• Certified Financial Planner (CFP) or Personal Financial Planner (PFP)
• Degree/diploma in Commerce or Business Administration
• Solid knowledge of investment products and services
Use your skills to empower clients' financial journeys at Aviso Wealth.
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📌 Financial Portfolio Specialist With Aviso Wealth Sault Ste Marie (Canada)
🏢 Northern Credit Union
📍 Canada