HNW Private Wealth Advisor (Hybrid, Growth)

Manulife; Toronto; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services provider is seeking a Private Wealth Consultant in Toronto to drive new business with internal and external partners. Candidates should have a minimum of 5 years in business development within wealth management, an undergraduate degree, and strong communication skills. The role offers a hybrid working arrangement and is part of a dynamic team committed to client success.

Benefits

Customizable benefits

Incentive compensation

Generous paid time off

Qualifications

• Minimum 5 years of experience in a business development role within wealth management.
• CFP, CFA or CIM designation considered an asset.
• Proven track record in business development and client acquisition.

Responsibilities

• Build and maintain a strong referral network.
• Lead prospect meetings and contribute to solution development.
• Organize and lead roadshows and webinars.

Skills

Business development

Relationship management

Communication skills

Presentation skills

Interpersonal skills

Education

Undergraduate degree in commerce, finance or equivalent

Tools

CRM platforms (Salesforce)

Job description

A leading financial services provider is seeking a Private Wealth Consultant in Toronto to drive new business with internal and external partners. Candidates should have a minimum of 5 years in business development within wealth management, an undergraduate degree, and strong communication skills. The role offers a hybrid working arrangement and is part of a dynamic team committed to client success.