Client‑Centric Wealth Advisor | Growth & Impact

TalentSphere; Toronto; On-site; CAD 72,000 - 88,000; Full time

Benefits offered by this job

Bonus program

Benefits

Professional development

Collaborative team

Job summary

TalentSphere in the Greater Toronto Area is seeking a relationship-driven Wealth Advisor to join our growing financial services team. You will manage client relationships, deliver investment and retirement planning guidance, and help expand a personal portfolio across the GTA.

The ideal candidate has 3+ years in wealth management, holds required licenses, and demonstrates strong communication and business development skills.

Qualifications

• 3+ years in wealth management or financial advisory.
• Completion of industry licensing requirements.
• Proven track record in relationship management and business development.
• Strong understanding of investment and financial planning concepts.
• Excellent communication and presentation skills.
• CFP/CIM/CFA designation is an asset.
• Self-motivated with an entrepreneurial mindset.

Responsibilities

• Develop and maintain strong client relationships.
• Provide investment, retirement, and financial planning advice.
• Identify and pursue new business opportunities.
• Conduct client reviews and recommend suitable financial solutions.
• Build tailored wealth strategies aligned with clients' objectives.
• Monitor market trends and communicate relevant insights to clients.
• Collaborate with internal partners to enhance the client experience.
• Maintain compliance with all regulatory and industry requirements.

Skills

Wealth management

Relationship mgmt

Business development

Investment planning

Communication

Education

Industry licensing

CFP/CIM designation (asset)

Job description

TalentSphere in the Greater Toronto Area is seeking a relationship-driven Wealth Advisor to join our growing financial services team. You will manage client relationships, deliver investment and retirement planning guidance, and help expand a personal portfolio across the GTA.

The ideal candidate has 3+ years in wealth management, holds required licenses, and demonstrates strong communication and business development skills.