Wealth Advisor (Financial Planning)

TL;DR

Wealth Advisor (Financial Planning): Providing comprehensive investment advice and financial planning services to clients with an accent on portfolio management and long-term goal attainment. Focus on building strong client relationships, executing digital-first onboarding strategies, and ensuring compliance with industry standards.

Location: Must be based in Canada. Role offers 100% remote or hybrid work arrangements.

Salary: $100,000 – $140,000 CAD annually plus variable compensation.

Company

A leading global investment firm dedicated to helping Canadian investors build better financial futures for over 35 years.

What you will do

• Advise clients on investment portfolios and develop personalized financial plans.
• Manage an assigned client base to drive sales and increase portfolio penetration.
• Partner with the transition team to ensure a seamless digital-first onboarding experience for new clients.
• Provide operational support and liaise with internal departments to resolve client requests.
• Proactively educate clients on investment strategies, products, and services.
• Maintain long-term relationships through regular meetings, planning, and reporting.

Requirements

• Current work authorization for Canada is required.
• 5+ years of experience in the financial services industry.
• Successful completion of the Canadian Securities Course (CSC).
• Must be licensed as a Registered Representative (RR) and meet CIRO proficiency requirements.
• University degree in Business, Finance, Commerce, or equivalent experience.
• Strong familiarity with financial planning software and investment suitability assessments.

Nice to have

• CFP (Certified Financial Planner) or PFP (Personal Financial Planner) designation.
• Working towards CIM or CFA (Level 1).
• Bilingual in English and French.

Culture & Benefits

• Competitive base salary with profit-sharing and variable incentive programs.
• Company-funded RRSP contributions with no employee matching required.
• Comprehensive health benefits including therapy coverage and virtual care.
• Generous time off policy and 2 paid volunteer days annually.
• Access to over 11,000 training courses and tuition reimbursement.
• Home office equipment allowance of up to $650.