Managing Director: Lead High-Impact Advisory Team

WealthBridge Financial Group; Windsor; On-site; CAD 150,000 - 250,000; Full time

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This leader will build and lead a team of experienced advisors while continuing their own client practice, recruiting and mentoring, and shaping firm growth.

You’ll benefit from the firm’s long history and brand strength, with sponsorship and support for licenses, a culture of high performance, and opportunities to influence strategy across the practice.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue your own client work while recruiting and mentoring fellow advisors.
• Foster a high-performance culture and shape the firm's future growth.

Skills

Leadership

Client development

Mentoring

Team building

Strategic thinking

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This leader will build and lead a team of experienced advisors while continuing their own client practice, recruiting and mentoring, and shaping firm growth.

You’ll benefit from the firm’s long history and brand strength, with sponsorship and support for licenses, a culture of high performance, and opportunities to influence strategy across the practice.