Regional Insurance Consultant

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .

The Opportunity:

We’re looking for a Regional Insurance Consultant to join our Insurance team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 105-200 Graham Avenue, Winnipeg, MB.

Reporting to the SVP, Insurance the Regional Insurance Consultant is responsible for achieving the sales objectives of Aviso Wealth within assigned territory of British Columbia and Alberta. Key activities include the development of annual territory sales plans, management of expenses to achieve insurance sales objectives, providing direct assistance to Credit Unions and insurance advisors through educational seminars, workshops, joint field work, and practice management assistance, thereby strengthening existing and nurturing Advisor/CU client relationships.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Work within the regional sales plan and budget to achieve sales objectives
• Influence life licensed advisors to increase their sales of life and health business, segregated funds or group products
• Demonstrate an understanding of the advisor’s business, providing value-add product solutions to meet end-client needs, and provide timely and constructive marketing solutions
• Manage sales costs within the assigned territory, within approved budgets, and provide timely reporting
• Maintain current knowledge of all key products and services, understand the associated benefits and constraints, and use this knowledge to optimize advisor sales activity
• Liaise with Credit Union Wealth Leaders to help assess advisor development plans, provide sales coaching to insurance advisors regarding financial planning, investment management, and practice management concepts
• Create, coordinate and deliver sales presentations, workshops and training to Credit Union advisors
• Identify trends within the assigned territory and among Credential’s Credit Union partners
• Collaborate with other Aviso and Credit Union employees to develop account strategies and tactics to proactively leverage opportunities to help the region achieve its overall targets and enhance satisfaction and engagement
• Support holistic wealth programs which can impact and support insurance sales growth
• Develop and maintain strong business relationships with partner Wealth Leaders and Advisors

Requirements

Your experience and skills:

• University degree or equivalent or equivalent combination of education and experience
• Life License is required along with CLU or CFP
• 5+ years of solid sales experience in the insurance industry including life, health & wellness, and segregated funds
• Ability to leverage individual, team and Aviso goals
• Strong ability to pick up new technology and experience with the MS office Suite
• Ability to work independently to achieve goals while remaining within company and regulatory requirements
• Active listening skills to identify needs and ability to influence
• Ability to present information to different audiences
• Proven experience growing business and retaining partners by exceeding customer expectations
• Ability to travel post COVID and available for evening and weekend work when required
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $103,000 - $131,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.