Digital Wealth Specialist - Community Focus
I
Innovation Wealth
📍 regina, division no. 6, Canada
Job Description
Drive community engagement as a Digital Wealth Specialist at Aviso Wealth, providing strategic investment solutions through digital platforms. Your focus will be on building trust and relationships.
This role requires you to assess member financial situations, offering personalized investment advice that aligns with their goals. You will play a pivotal role in fostering new relationships and ensuring portfolios are aligned with evolving member needs as you engage with the community.
Key Responsibilities:
• Build and maintain member relationships digitally
• Identify and analyze client financial needs
• Develop diversified portfolio strategies
• Support digital platforms and collaborate with internal teams
• Conduct regular financial reviews for clients
Requirements:
• Post-secondary education with 3-5 years of experience
• Registered to sell mutual funds with necessary certifications
• Proven busines...
This role requires you to assess member financial situations, offering personalized investment advice that aligns with their goals. You will play a pivotal role in fostering new relationships and ensuring portfolios are aligned with evolving member needs as you engage with the community.
Key Responsibilities:
• Build and maintain member relationships digitally
• Identify and analyze client financial needs
• Develop diversified portfolio strategies
• Support digital platforms and collaborate with internal teams
• Conduct regular financial reviews for clients
Requirements:
• Post-secondary education with 3-5 years of experience
• Registered to sell mutual funds with necessary certifications
• Proven busines...