Posted 3 months ago
Wealth Advisor - Partner - GIM
@ Aviso Wealth
Nelson, British Columbia
Overview
Aviso Wealth, through Growth Investment Management, is hiring a full-time Wealth Advisor in Nelson/Rossland, BC. The advisor provides holistic financial planning, investment and insurance guidance to clients and supports business development in the Kootenay region. The posting states a salary of $74,000 to $80,000 a year, with a move to variable pay after two years, and requires regular travel within the Kootenay region.
Pay:
$74,000–$80,000 a year
Responsibilities:
- Provide financial advice and planning to existing and prospective clients
- Open and maintain client investment and insurance accounts
- Handle client service requests and appointments
- Complete estate and trust documentation with stakeholders
- Lead sales and marketing campaigns for wealth products
Requirements summary:
- Minimum 5 years of holistic financial advice experience
- CFP designation and BC licence to sell securities and life insurance
- Post-secondary designation preferred
- Valid driver's licence and vehicle
- Willingness to travel regularly in the Kootenay region
- Schedule flexibility
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workable
- Employer posting date
- 2026-07-28
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: moderate |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP |
| Driver’s licence | required, own vehicle |
| Background checks | criminal record, credit |
| Education | College diploma (preferred) |
| Perks mentioned | Generous paid time off, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Aviso Wealth
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth management solutions, plus dealer services and back-office administration. Comprehensive estate planning services are offered through Aviso Wealth Inc. subsidiaries to complement the overall financial planning process. We’re backed by the strength of Aviso – a leading Canadian wealth and investment services provider with three decades of experience supporting the delivery of financial advice for Canadians. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
- LinkedIn followers
- 5,522
- People associated on LinkedIn
- 619
- Reported office locations
- 700-1111 West Georgia Street, Vancouver, BC V6E 4T6, CA
- Business categories
- Wealth Management
- Financial Services
- Other recorded names
- Aviso Wealth
- Specialties
- Asset management
- full-service brokerage
- online brokerage services
- insurance services
- investment counselling
- and financial planning
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 201-500 employees |
| Headquarters | Vancouver, BC |
| Organization type | Privately Held |
| Specialties | Asset managementfull-service brokerageonline brokerage servicesinsurance servicesinvestment counsellingand financial planning |
| Open jobs on Jobsy | 149 |
| View page |
Employment Opportunity
Position Name: Wealth Advisor
Location: West Kootenay Region – Nelson/Rossland BC
Annual Salary Range: $74,000.00 - $80,000.00
*Transition to variable pay model after two years of employment
Category: Permanent, Full time
About Growth Investment Management Ltd. (“GIM”)
Working in partnership, Steller Vista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities: Money Works and Growth Financial to create Growth Investment Management (“GIM”). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.
At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.
The Opportunity
We are seeking a knowledgeable and client-focused Wealth Advisor to join our team. The Wealth Advisor position is a member of a dynamic team dedicated to cooperative values and client service. Reporting to the Senior Leader, Wealth, the successful candidate will play a significant role in providing financial advice and assistance to clients, while strengthening the overall presence of Nelson & District Growth Investment Management in the communities they serve. In this role, you will provide personalized financial guidance to clients, helping them achieve their financial goals through strategic planning and investment and insurance management. This position offers an opportunity to work in a dynamic environment where your expertise can make a meaningful impact on clients’ financial well-being.
Position Overview and Responsibilities
The Wealth Advisor successfully coordinates many of the aspects of the administration sales and service to deliver exceptional client experience. Primary responsibilities include but are not limited to:
- Meets existing and prospective client needs by actively listening, promoting, and cross selling all wealth management products and providing referrals to cross functional business lines in the credit union
- Following up on all paperwork pertaining to opening and ongoing maintenance of client investment and insurance accounts
- Handling all aspects of incoming/outgoing client service-related issues including booking appointments, general and transactional inquiries and proactive client outreach
- Independently completes progressively complex documentation such as estate and/or trust documentation, coordinating with key stakeholders as required
- Develop comprehensive financial plans tailored to individual client needs, including investment strategies, retirement planning, and estate planning
- Pursues business development opportunities by identifying, developing, leading, and carrying out the team’s sales and marketing campaigns through phone, networking, direct mail, online, community and business-related endeavors
- Build and nurture long-term client relationships through regular communication and review meetings
- Collaborate with other financial professionals to deliver integrated wealth management solutions
Qualifications
Education and Experience:
· Minimum 5 years of experience providing holistic financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
· Holds a Certified Financial Planner (CFP) designation and licensed to sell securities as well as life insurance within BC. (Consideration may be given to candidates in-process towards completing CFP designation.)
· Completion of post secondary designation preferred
· OR an equivalent combination of education and experience
Other Position Requirements:
· Holds a valid driver's license and vehicle transportation
· Ability and willingness to travel regularly within the Kootenay region of B.C.
· Schedule flexibility to accommodate client needs
How to Apply
If this sounds like a position for you, APPLY NOW. Resumes can be submitted directly by email to: [email protected]. Please quote job reference ID number on email subject line.
Job Reference Number: 03-2026-GIM
Job Location – Nelson/Rossland BC
Closing Date: open until filled
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check
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