Wealth Consultant - Partner - Avanti Wealth

An exciting and immediate career opportunity is currently available at Avanti Wealth for a:

Wealth Consultant

As a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans. This position can be located in the Windsor or Kitchener-Waterloo regions.

Position Type: Vacant Position

Salary Range: $46,000 - 90,000

In summary, the Wealth Consultant will:

· Offer advice related to investment products/solutions, insurance & life related products, estate planning, education savings planning, budgeting and retirement planning.

· Comply with established policies, guidelines and procedures to meet regulatory requirements

· Grow the business through active prospecting from your referral sources including the credit union staff

As the successful candidate, you’...