Senior Wealth Advisor

Gold Leaf Financial Group Inc.; Greater Sudbury; On-site; CAD 90,000 - 130,000; Full time

Job summary

Une entreprise financière réputée cherche un Senior Wealth Advisor pour gérer des portefeuilles de clients fortunés, contribuer à des stratégies d'investissement, et développer des relations durables avec les clients. Le candidat idéal doit avoir une expérience avérée en gestion de patrimoine et d'excellentes compétences en communication pour expliquer des concepts financiers complexes. Ce poste offre une belle opportunité d'influence sur les décisions d'investissement tout en répondant aux besoins diversifiés des clients.

Qualifications

• Minimum de 8-10 ans d'expérience en gestion de patrimoine ou planification financière.
• Capacité à expliquer des concepts financiers complexes en termes simples.
• Compréhension des stratégies de gestion de portefeuille.

Responsibilities

• Gérer et développer un portefeuille de clients fortunés.
• Contribuer aux stratégies d'investissement et gérer les attentes des clients.
• Identifier et développer de nouvelles opportunités d'affaires.

Skills

Financial analysis

Communication

Client relationship management

Investment products understanding

Decision-making

Education

Bachelor’s degree in Finance, Economics, or Business Administration

MBA or CFA designation

Certified Financial Planner (CFP)

Tools

Financial software and platforms (e.g., Bloomberg, Morningstar)

Job description

Job Brief:

As a Senior Wealth Advisor, you will be responsible for managing and growing a portfolio of high-net-worth Gold Leaf clients, providing tailored financial strategies, and ensuring their wealth management needs are met with excellence. You will also play a crucial role in our investment committee, contributing your expertise to guide our firm’s investment strategies. This position comes with the expectation of full-fledged portfolio management responsibilities, ensuring that your clients’ portfolios are optimized for performance, risk management, and alignment with their financial goals. This role offers a unique opportunity to influence Gold Leaf’s investment strategies while managing a portfolio of distinguished clients.

Responsibilities:

Client Relationship Management:

• Develop and maintain long-term relationships with high-net-worth Gold Leaf clients.
• Understand clients’ financial goals, risk tolerance, and investment preferences to provide personalized wealth management solutions.
• Conduct regular reviews and adjustments to clients’ portfolios to ensure alignment with their financial objectives.

Investment Committee Participation:

• Actively contribute to the Investment Committee, providing insights and recommendations on market trends, investment opportunities, and risk management strategies.
• Collaborate with other members of the Investment Committee to shape the firm’s overall investment strategy.
• Stay informed about macroeconomic trends, financial markets, and investment products to guide the committee’s decisions.

Business Development:

• Actively identify and pursue new business opportunities to grow the client base and increase assets under management.
• Network with potential clients, centres of influence, and industry professionals to build and grow the firm’s presence.
• Cross-sell Gold Leaf’s services, including insurance, group benefits, and other financial products.

Client Education and Communication:

• Educate clients on financial markets, investment products, and wealth management strategies.
• Prepare and present detailed financial plans, reports, and performance reviews to clients.
• Address client inquiries and concerns with professionalism and timely responses.

Skills/Qualifications:

Education and Certifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field. MBA or CFA designation preferred.
• Certified Financial Planner (CFP) or equivalent designation is a strong asset.
• Licensing in securities and investment management (e.g., IIROC registration) is required.

Experience:

• Minimum of 8-10 years of experience in wealth management, financial planning, or portfolio management.
• Proven track record of managing high-net-worth client relationships and delivering tailored financial solutions.

Technical Skills:

• Strong understanding of investment products, portfolio management, and financial planning strategies.
• Proficiency in financial analysis, modelling, and performance reporting.
• Familiarity with financial software and platforms (e.g., Bloomberg, Morningstar, or similar).

Interpersonal and Communication Skills:

• Excellent communication skills, with the ability to explain complex financial concepts in simple terms.
• Strong interpersonal skills, with a focus on building and maintaining client relationships.
• Ability to work collaboratively within a team and contribute to the firm’s success.

Leadership and Decision-Making:

• Strong decision-making skills with the ability to balance risk and reward.
• Leadership qualities, with a demonstrated ability to guide clients and team members in achieving financial goals.
• Strategic thinker with the ability to anticipate market trends and adjust investment strategies accordingly.

Ethical and Professional Standards:

• Commitment to the highest standards of ethical behaviour and professional integrity.
• Strong adherence to compliance and regulatory requirements in all aspects of wealth management.