Wealth Manager

TAAG; Ottawa; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking an experienced Wealth Manager to join their Family Office team. This role involves overseeing financial affairs, managing client portfolios, and providing integrated financial solutions. The ideal candidate will have a strong background in wealth management, investment strategies, and client relations, with a focus on high-net-worth families. Join a collaborative team that values client relationships and offers a full-service experience in wealth management.

Qualifications

• Minimum of 5 years of experience in wealth management.
• In-depth knowledge of investment strategies and tax planning.

Responsibilities

• Develop and maintain long-term relationships with high-net-worth families.
• Provide comprehensive wealth management services, including investment strategy.
• Ensure all financial activities comply with legal regulations.

Skills

Client-focused

Strategic thinking

Detail-oriented

Analytical skills

Communication

Education

Bachelor's degree in finance

CFA

CFP

CPA

Tools

Financial planning software

Job description

TAAG is seeking an experienced and dedicated Wealth Manager to join our Family Office team. The ideal candidate will be responsible for overseeing the financial affairs of our clients, including investment management and reporting. This role requires a high degree of confidentiality, professionalism, and the ability to manage complex financial situations. The ideal candidate will be looking to Transition their career as well as their clients to UHNW / Multi family office style of wealth management.

We are looking for a professional who can bring their own client portfolio to our Family Office (pre-existing assets and management between $25 and $50 million). This role offers the opportunity to expand your business reach and collaborate with other service areas within a growing firm.

TAAG Family Office serves clients with an average net worth between $5 and $50 million. Besides our Family Office services, we also provide robust wealth management solutions in both public and private placements.

TAAG offers in house accounting and legal services as well as business development to provide clients with a full-service experience rarely found in the financial services industry.

Key Responsibilities :

• Develop and maintain long-term relationships with high-net-worth families, understanding their financial goals and values.
• Provide comprehensive wealth management services, including investment strategy and reporting.
• Conduct regular portfolio reviews and provide detailed performance reports.
• Collaborate with attorneys, accountants, and other professionals to deliver integrated financial solutions.
• Stay informed about financial markets, economic trends, and regulatory changes affecting wealth management.
• Ensure all financial activities comply with legal regulations and company policies.
• Prepare and present financial reports and investment recommendations to clients and family office stakeholders.
• Provide education and guidance to family members on financial literacy and wealth preservation.
• Managing and overseeing the daily operations of the family office team.

Qualifications :

• Bachelors degree in finance, accounting, or a related field. Having professional certifications (CFA, CFP, CPA) is preferred.
• Minimum of 5 years of experience in wealth management.
• In-depth knowledge of investment strategies, estate planning, tax planning, and risk management.
• Experience with insurance is an asset.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• High ethical standards and commitment to confidentiality.
• Ability to work independently and collaboratively within a team.

Skills :

• Client-focused with a commitment to delivering exceptional service.
• Strategic thinker with strong problem-solving abilities.
• Detail-oriented and highly organized.
• Proficient in financial planning software and tools.
• Ability to manage complex financial situations and provide clear, actionable advice.

Why TAAG?

The numbers are secondary to the person sitting in front of us or on the other side of the phone. Every single one of us takes ownership of what we do for each other and for clients.

Our team fosters a welcoming environment for clients and collaborates to solve problems effectively. The distinctive structure of TAAG Family Office allows you to differentiate yourself from other financial services firms in the city that typically focus solely on asset management.

With a team of multidisciplinary professionals working together under one roof, you gain a competitive edge that others simply do not have. We treat everyone with warmth and respect, recognizing the value of precious time and the importance of living Life. Beyond Business.

Apply Today!

If you are interested to apply, please submit your resume to Human Resources at

TAAG is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other characteristics protected by law.