Wealth Advisor & Insurance Advisor - Partner - Synergy Credit Union

CAREER OPPORTUNITY

Wealth Advisor and/or Insurance Advisor

Saskatoon, SK

Are you a Wealth or Insurance professional looking to advance your career? A position as a Wealth Advisor/Insurance Advisor could propel you forward in a fulfilling career with unlimited potential!

Through our partnership with Synergy Credit Union and the backing of a strong referral network, this role is designed to support clients (members) with their insurance and financial planning needs. You provide essential services such as retirement planning, investment counseling, estate planning, and disability insurance, partnering with members to develop and implement personalized strategies that align with their individual financial goals. The ideal candidate will have a client-first approach - committed to achieving results for our members while prioritizing long-term relationships built on trust, empathy, and a commitment to achieving holistic financial well-being.

Position Duties:

• Conduct reviews with members, uncovering needs and goals and developing a personalized financial plan with recommendations customized to members’ distinct needs, goals and values.
• Provide a holistic wealth approach that focuses on each person’s unique situation. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
• Provide basic and comprehensive insurance planning strategies using life, disability, critical illness and long-term care insurance.
• Create and maintain client files adhering to compliance requirements. Report on activities to the Credit Union Wealth Manager and/or Aviso Sales Development Manager.
• Conduct client seminars on wealth management and attend business development opportunities.
• Administer assigned budget, ensuring budget is adhered to and expenditures effectively managed.
• Promote Synergy Credit Union’s investment through the AVI program in the community.
• Provide advice to credit union staff on wealth management products.
• Develop business plans.
• Identify opportunities that meet members’ needs and plant seeds for future product/services and follow-ups.

Qualifications:

• Financial Planning Designation (i.e. CFP, PFP, CLU, Ch.F.C., CIM)
• Industry experience as a financial planner or equivalent
• Securities (CSC) License or Mutual Fund License
• LLQP – Life & Accident and Sickness
• General investment and insurance industry knowledge; awareness of the Canadian credit union system is an asset.
• The ideal candidate will have a robust understanding of the financial landscape, keeping informed of the latest trends in financial markets, industry competitors, current issues, and strategies.
• Demonstrated ability to develop and maintain lasting relationships along with strong sales and presentation skills, compelling oral and written communication abilities, and effective organizational skills.
• Passion for engaging in business development activities and volunteerism.
• The ability to work independently in a fast-paced environment.
• Teamwork spirit.

To apply for this position, interested candidates can submit their application via the Career Opportunities page at www.aviso.ca or email their resume directly to careers@synergycu.ca. This position will remain open until a suitable candidate is hired.

More details:

• Permanent full-time position, 37.5 hours weekly
• Flexibility to work outside various hours is required for travel, events and member meetings.

What do we offer?

• Competitive compensation, which includes a recoverable base salary plus commission.
• Benefits and pension.
• Preferred rates on our products and services.
• Investment in your professional development.
• Community involvement opportunities.

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, living benefits and investments to members of credit unions and their communities. This position is in partnership with Synergy Credit Union.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

For more information about Synergy Credit Union, please visit:

https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca