Associate Insurance Advisor - Partner - Prosperity CU

Overview

Aviso Insurance Inc. is seeking an experienced Associate Insurance Advisor to join our fast-growing organization. This newly created role reflects the continued growth and success of our existing portfolio.

The successful candidate is a motivated self-starter with a high level of professionalism and a strong desire to build and expand on a successful financial practice. You bring a strong work ethic, a positive, client-first mindset, and a genuine passion for delivering an empowering and exceptional client experience.

In this role, you will report directly to the VP, Wealth, contributing to the ongoing growth and success of the business.

Key Responsibilities

• Facilitate client meetings by developing and presenting tailored financial strategies, recommendations, and solutions that align with client goals and needs
• Support clients through informed advice and proactive planning to ensure an exceptional experience