Senior Investment Advisor / Wealth Advisor

SG Wealth Management; Markham; On-site; CAD 120,000 - 190,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Job summary

SG Wealth Management in Markham, Ontario, is seeking an experienced Senior Investment Advisor / Wealth Advisor. This client-facing, sales-focused role requires building relationships, presenting investment solutions, closing business, and growing AUM.

You should have 10+ years in investment sales and wealth management, with expertise across mutual funds, RRSPs, TFSAs, RESPs, and retirement portfolios; CFP preferred and CFA or advanced credentials highly valued.

Qualifications

• 10+ years of experience in investment sales and wealth management.
• Strong experience with a broad investment product suite and retirement portfolios.
• Proven ability to prospect, present investment solutions, close business, and bring in new assets/AUM.
• Experience working with high-net-worth individuals, professionals, and business owners.

Responsibilities

• Prospect and convert opportunities into long-term client relationships.
• Present investment solutions tailored to client needs and goals.
• Close investment business and manage a growing assets under management book.
• Build and maintain relationships with high-net-worth clients and business owners.

Skills

Investment sales

Wealth management

Relationship management

Closing skills

Prospecting

Communication

Education

CFP designation

CFA designation

Job description

SG Wealth Management is expanding our investment and wealth management practice, and we are looking for an experienced, results-driven Senior Investment Advisor / Wealth Advisor to join our growing team.

This is a client-facing, sales-focused role for an experienced investment professional who knows how to build relationships, identify opportunities, close investment business, and attract new assets to the firm.

What We’re Looking For:

• 10+ years of experience in investment sales and wealth management
• Strong experience with Mutual Funds, Segregated Funds, RRSPs, TFSAs, RRIFs, RESPs, non-registered investments, and retirement portfolios
• Proven ability to prospect, present investment solutions, close business, and bring in new assets/AUM
• Experience working with high-net-worth individuals, professionals, and business owners
• Strong understanding of portfolio construction, retirement planning, tax-efficient investing, and wealth accumulation strategies
• Excellent communication, relationship-management, presentation, and closing skills
• CFP designation strongly preferred
• CFA designation or advanced investment credentials considered a significant asset
• Appropriate Canadian investment licensing/registration and strong knowledge of compliance requirements

The Ideal Candidate

We are looking for someone who is experienced, knowledgeable, ambitious, relationship-driven, and highly comfortable with sales. This individual should be able to take qualified opportunities, develop the investment relationship, provide appropriate advice, and confidently convert prospects into long-term clients.

You will have the opportunity to work alongside an established wealth management and insurance practice with a strong network of business owners, incorporated professionals, families, and high-net-worth clients.

If you are an experienced investment professional looking for an opportunity to grow assets, build a significant book of business, and become an important part of a growing wealth management firm, we would love to hear from you.

Location: Markham, Ontario

Experience: 10-12+ years preferred

Position: Full-time