Emerging Wealth Advisor for HNW Portfolios

TD; Canada; On-site; CAD 50,000 - 100,000; Full time

Job summary

A leading financial institution is seeking Developing Investment Advisors who will provide clients with tailored wealth management solutions. The role includes building a high-net-worth client base, developing investment strategies, and implementing sales strategies. Candidates should have a degree in finance or related fields, possess client-facing experience, and hold necessary licenses. This position offers growth opportunities and the chance to thrive in a collaborative environment.

Benefits

Competitive salary

Health and well-being benefits

Career development programs

Qualifications

• Licensed as a Registered Representative with CIRO.
• 3+ years of experience in client-facing roles, ideally in brokerage.
• Comfort with compliance requirements and ethical client service.

Responsibilities

• Build a client base of HNW & UHNW clients.
• Develop comprehensive wealth management strategies.
• Create a business plan to increase market share.

Skills

Client relationship management

Understanding of investment landscape

Communication skills

Sales and prospecting

Curiosity about market trends

Education

Undergraduate Degree in finance, business, economics or related discipline

Professional designations such as CFP, CIM and/or CFA

Job description

A leading financial institution is seeking Developing Investment Advisors who will provide clients with tailored wealth management solutions. The role includes building a high-net-worth client base, developing investment strategies, and implementing sales strategies. Candidates should have a degree in finance or related fields, possess client-facing experience, and hold necessary licenses. This position offers growth opportunities and the chance to thrive in a collaborative environment.