Senior Wealth Advisor (Finance)

TL;DR

Senior Wealth Advisor (Finance): Managing and growing a dedicated portfolio of high-net-worth clients with an accent on comprehensive financial planning and investment strategy. Focus on building long-term relationships, providing personalized financial guidance, and mentoring junior advisors to drive business growth.

Location: Must have current work authorization for Canada. Role is 100% remote.

Salary: $120,000 - $160,000 CAD

Company

A leading financial services firm dedicated to helping Canadian investors build better financial futures through trusted investment portfolios and services.

What you will do

• Develop and maintain strong relationships with high-net-worth clients to understand their financial goals.
• Create and update comprehensive financial plans using specialized software.
• Provide regular updates on investment strategies and capital markets to clients.
• Collaborate with the Sales Development VP to onboard new clients and manage transitions.
• Mentor junior wealth advisors to build a development pipeline.
• Proactively identify opportunities to grow client portfolios and assets.

Requirements

• Must have current work authorization for Canada.
• 7+ years of experience in investment management and advising high-net-worth clients.
• Must be licensed as a Registered Representative (RR) and meet IIROC proficiency requirements.
• Obtained CFA, CIM, and LLQP designations.
• University degree in Business, Commerce, Finance, or equivalent experience.
• Strong understanding of product structures, capital markets, and investment strategies.

Nice to have

• Bilingual in English and French.
• CFP or MBA designations.
• Registered as a Portfolio Manager (PM).

Culture & Benefits

• Competitive total compensation including company-funded RRSP contributions.
• Comprehensive health benefits starting on day one with 100% employer-paid premiums.
• Parental leave top-up to 100% of salary for 25 weeks.
• Generous time-off policy and volunteer days.
• Extensive professional development, tuition reimbursement, and training access.
• Home office equipment allowance.