Wealth Advisor - Partner - GIM
Nelson, BC74k–80k $/anSur place
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ ansCandidates need at least 5 years of experience giving holistic financial advice, a CFP designation and a licence to sell securities and life insurance in BC (candidates in process toward the CFP may be considered). A valid driver's licence and flexibility to travel are also required.
Strategic planning, Sales, Upselling, Documentation, Communication skills, Financial planning