Senior Private Wealth Advisor

SafeBridge Private Wealth; Toronto; On-site; CAD 90,000 - 150,000; Full time

Job summary

SafeBridge Private Wealth is seeking a Senior Advisor to serve emerging affluent and high-net-worth families with tailored insurance and wealth management solutions. You will work with national partners regionally to service mutual, in-house clients and build a strong client book through qualified leads.

The role combines salary plus commission, with a focus on relationship growth and bespoke wealth planning strategies. CFP certification is preferred or in progress.

Qualifications

• Ontario life and mutual fund licenses required.
• At least 3 years as a life-licensed Advisor.
• CFP certification or progress towards CFP.
• Strong knowledge of permanent life insurance as an asset.
• Ability to minimize taxes using insurance and wealth strategies.
• Wants to join a growing, loyal team.

Responsibilities

• Advise high net worth clients on wealth and insurance planning.
• Collaborate with regional mortgage partners to serve clients.
• Leverage life insurance and wealth products to optimize portfolios.
• Grow relationships using leads and a client book.
• Deliver white-glove, end-to-end financial guidance.
• Present strategies clearly using firm technology.

Skills

Life license Ontario

Mutual fund license

Client advisory experience

Tax optimization knowledge

Wealth management knowledge

Relationship building

Education

CFP certification (in progress)

Job description

SafeBridge Private Wealth (SPW) was built on the belief that emerging affluent and high net worth families are l looking for more than just the traditional, off the product shelf financial solutions. We know there are endless institutions to look to for run of the mill financial products – for general advice that suits many people, most of the time. Families that are building wealth quickly and intentionally have different needs and desires, and that means they need someone who understands them and understands how to help them. That’s where you come in, as our next Senior Advisor in our Private Wealth division.

JOB DESCRIPTION:

At SPW, we help emerging affluent and high net worth families stay on their growth trajectory by helping them build, protect, and multiply their wealth. This starts with an authentic commitment to our relationship with each individual client and family and leads into a strategic insurance and wealth management planning that goes beyond the traditional planning model. With our valuable access to highly curated, unique, and powerful financial products and strategies, you will be responsible for working with our National partners on a regional level to serve the financial needs of our mutual, in-house clients. In this salary plus commission role, you will also work with our established client book and qualified leads to continue building strong relationships and providing tailored wealth planning strategies. We are looking for an experienced, innovative, and self-driven Financial Advisor who can provide custom tailored insurance and wealth management solutions for the families we serve. As the primary connection to the firm for each client, you will be capable of understand each client situation in a unique and personal way in order to help identify opportunities and strategies that will enhance their current situation and ensure that what they are doing today, actually matches what they want to do tomorrow. Ideal candidate has a CFP certification or working towards their CFP certification.

THE PERFECT CANDIDATE:

The perfect candidate is genuine, transparent, and committed to building deep, long-term relationships with your clients and our firm. You’ll need to be highly motivated, self-disciplined, and exceptional at building relationships with our Regional mortgage partners to earn their trust with their clients.As the chosen candidate, you’ll have to be exceptional at understanding your client’s vision and values for their family or business, not just their corresponding financials. This will lead you to understand how to use insurance as a tax planning tool and asset, as well as how we can identify when we can help a client improve their current investment portfolio and plan. You will need to understand how taxes can erode a family’s wealth and how we can utilize unique and often misunderstood financial products to help protect their family wealth on behalf of them their family.

AS A SENIOR ADVISOR:

• You will provide thought and financial leadership to our national and regional mortgage partners and their clients
• You will seek to understand each client and family in a unique way so you can properly advise and direct their next steps
• You will have a comprehensive understanding of life insurance and wealth management products to help ensure you make the right recommendations, every time
• You will work with our established client book and receive ongoing qualified leads to support relationship growth and business development
• You will be obsessed with providing each client and their family with a fully white glove customer service experience
• You will use our approved industry leading technology to manage your client relationship and to present consistent, hand designed strategies in clear and understandable ways
• You will be the face of the firm to each client and their family and will be exceptional in the eyes of each client you serve

SKILLS & REQUIREMENTS:

• You are fully life and mutual fund licensed in Ontario
• You have at least 3 years’ experience as a life licensed Advisor
• You love the process of providing financial advice from start to finish
• You have an advanced knowledge of permanent life insurance as an asset
• You value the ability to help clients minimize tax using products and strategies that they are entitled too
• You are looking to join a growing, thriving, and loyal team who is committed to the success of their clients, their partners, and their firm

COMPENSATION:

This is a salary plus commission position working with our established client book and qualified leads.