Hybrid Wealth Advisor - Toronto

Nicola Wealth; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading wealth management firm in Toronto is seeking an experienced Wealth Advisor to provide financial planning and investment management solutions. You will develop client relationships, deliver exceptional service, and leverage technical expertise in various areas including estate planning and risk management. The ideal candidate has 2-10+ years in a similar role and required financial certifications. This position operates under a hybrid work model, offering a collaborative environment focused on client success.

Qualifications

• 2-10+ years of experience in a similar role, preferably in a financial planning firm.
• Licensed for Life, Sickness & Accident Insurance.
• Technical proficiency in financial planning, asset management, and insurance.

Responsibilities

• Build client relationships within Nicola Wealth and deliver exceptional client service.
• Conduct investment analysis and ensure compliance with regulations.
• Mentor and contribute to team development.

Skills

Strong interpersonal skills

Client-focused

Attention to detail

Entrepreneurial spirit

Problem-solving

Communication of complex information

Education

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Completion of CFA Level 1

Job description

A leading wealth management firm in Toronto is seeking an experienced Wealth Advisor to provide financial planning and investment management solutions. You will develop client relationships, deliver exceptional service, and leverage technical expertise in various areas including estate planning and risk management. The ideal candidate has 2-10+ years in a similar role and required financial certifications. This position operates under a hybrid work model, offering a collaborative environment focused on client success.