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 robust 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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📌 Wealth Associate - Partner - Prosperity Credit Union (Saskatchewan)
🏢 Aviso Wealth
📍 Saskatchewan