Wealth Advisor (Financial Planning)

TL;DR

Wealth Advisor (Financial Planning): Providing comprehensive financial guidance and investment strategies to clients with an accent on portfolio management and long-term goal planning. Focus on building strong client relationships, executing onboarding strategies, and delivering exceptional service within a team-based model.

Location: Must have current work authorization for Canada. Role is 100% remote with hybrid options available.

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

Company

A leading privately owned financial services 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 planning strategies.
• Partner with the transition team to manage the onboarding process for new clients.
• Proactively engage existing clients to educate them on products, services, and investment suitability.
• Manage an assigned client base to increase penetration and achieve sales targets.
• Liaise with back-office and middle-office teams to provide operational and service support.
• Ensure high levels of client satisfaction through regular meetings, reporting, and responsive communication.

Requirements

• Current work authorization for Canada is required.
• University degree in Business, Finance, or a related field.
• 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.
• Strong familiarity with financial planning software and investment products.

Nice to have

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

Culture & Benefits

• Competitive base salary with profit-sharing and incentive programs.
• Company-funded RRSP contributions with no employee matching required.
• Comprehensive health benefits including mental health coverage and virtual care.
• Generous time-off policy and paid volunteer days.
• Support for professional development including tuition reimbursement and designation awards.
• Home office equipment allowance and fitness reimbursement.