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 concierge-level service, and mentoring junior advisors to drive business growth.

Location: Must be based in Canada (Remote work model)

Salary: $120,000 - $160,000

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

• Develop and maintain strong relationships with high-net-worth clients to understand their financial objectives.
• Create and update comprehensive financial plans using specialized software to address client goals.
• Provide regular updates on investment strategies, capital markets, and financial needs.
• Proactively contact existing clients to educate them on products and identify opportunities to grow portfolios.
• Collaborate with the Sales Development VP to onboard new clients and minimize attrition.
• Mentor junior wealth advisors and contribute to the development pipeline.

Requirements

• Current work authorization for Canada is required.
• 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

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

Culture & Benefits

• Competitive total compensation including company-funded group 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.
• Home office equipment allowance of up to $650.
• Extensive professional development including tuition reimbursement and training access.
• Generous time-off policy including volunteer days.