Senior Wealth Advisor

Sylvain Morin & Associates; Halifax; On-site; CAD 120,000 - 190,000; Full time

Benefits offered by this job

Group health plan

Equity opportunity

Bonuses

Career development

Job summary

Sylvain Morin & Associates Private Wealth Management is seeking a Senior Wealth Advisor to serve high-net-worth clients with advanced financial planning and wealth advisory solutions. Join a leading IG Private Wealth Management practice in Atlantic Canada, in an entrepreneurial, growth-oriented environment.

You will build comprehensive financial plans and nurture client relationships, with strong compensation and a path toward equity within an established practice.

Qualifications

• 5–10 years of experience in Financial Planning/Wealth Management.
• Committed to relevant designations (CFP®, CIM, CLU, CPA, TEP).
• Canadian securities/financial planning credentials listed in HTML.

Responsibilities

• Work with high-net-worth individuals, families, professionals, and business owners.
• Provide advanced financial planning guidance and wealth advisory solutions.
• Build financial plans using industry-leading financial planning software.
• Develop and maintain client relationships with excellent servicing standards.

Skills

Leadership

Client relations

Relationship management

Financial planning

Education

CFP, CIM, CLU, CPA, TEP designations

CSC, CIFC, LLQP, CLU coursework

Job description

At Sylvain Morin & Associates Private Wealth Management, we support clients with complex financial needs through a collaborative team-based approach to financial planning.As a trusted advisor to our clients, we’re pursuing experienced, knowledgeable and self-motivated team members who share our passion in delivering comprehensive Financial Planning expertise and unique client experience.

As a key member of one of the leading IG Private Wealth Management practices in Atlantic Canada, you will have the opportunity to thrive in an entrepreneurial environment with an established and successful practice that provides support, encourages personal growth, and fosters a high standard of excellence.

As a valued Team Member of Sylvain Morin & Associate Private Wealth Management -

THE OPPORTUNITY:

• Senior Wealth Advisor; and join one of the leading IG Private Wealth Management practices in Atlantic Canada.
• Work directly with high-net-worth individuals, families, professionals, and business owners.
• Provide advanced Financial Planning guidance and wealth advisory solutions
• Build Financial Plan using industry leading Financial Planning software
• Opportunity to excel, in a well-structured and established Financial Planning practice
• Opportunity to build and be rewarded for your own equity.
• Foster and strengthen existing and new client relationships, with adherence to excellent client servicing standards

THE BENEFITS

• Strong total compensation package; including solid base compensations, as well as individual and team-based bonuses structure
• Group health plan and benefits structure
• Self-Entrepreneurial culture that recognizes personal growth and opportunity to further your Financial Planning knowledge and accreditations
• Opportunity for building own equity, and progress part of future business transition

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS

• 5-10 years of experience in the Financial Planning industry; or related field
• Highly committed to Financial Planning / Wealth Management designations, or related designations:Such as: CFP®, CIM, CLU, CPA, TEP
• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP), Chartered Life Underwriter (CLU)
• Strong leadership and organizational skills with the ability to rapidly adapt to a changing industry and a continuously expanding value proposition.

This is more than an employment opportunity. It is an opportunity to become part of an established and growing wealth management practice focused on helping clients and their families achieve financial confidence and peace of mind.

We thank all applicants, however, only those under consideration will be contacted