Wealth Advisor - Partner - StellerVista Credit Union
Aviso WealthArea A (Wynndel/Crawford Bay/Riondel), British Columbia, Canada • Cranbrook, British Columbia, Canada
Posted September 4, 2025
74000 - 80000 CAD year
Full Time
About the Company
Aviso Wealth provides comprehensive wealth management services to enhance the Canadian financial industry.
Job Description
StellerVista Credit Union is seeking a Wealth Advisor - Partner to provide financial planning and assistance to clients. The role involves building relationships, conducting financial advice, and strengthening the overall presence of the company in the Kootenay-Boundary region. A flexible schedule and commitment to client service are key.
Requirements
- Results-oriented professional
- Effective decision maker
- Commitment to company reputation
- Strong relationship building skills
- Interpersonal perceptiveness
- Dedicated to holistic planning approach
- Minimum of five years’ experience in financial advising
Benefits
- Extended benefits
- Pension programs