Senior Wealth Advisor

Larouche Private Wealth Management; Timmins; On-site; CAD 100,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Larouche Private Wealth Management in Timmins, Ontario, seeks a Senior Wealth Advisor to serve families, business owners and professionals with integrated investment, retirement, tax, insurance and estate planning.

You will build lasting client relationships, develop comprehensive plans, and coordinate with a team to meet regulatory standards. Our flexible arrangements include transition to a new book of business and succession options.

Qualifications

• Bachelor’s degree in finance, business, economics or related field.
• Five or more years of experience in wealth management or financial planning.
• CFP designation or willingness to pursue and obtain it.
• Current mutual fund licence and qualifications to offer ETFs.

Responsibilities

• Build and maintain strong client relationships through personalized advice and ongoing service.
• Develop and implement comprehensive financial plans tailored to clients’ goals.
• Identify investment, retirement, insurance, tax and estate planning needs.
• Coordinate planning recommendations with the advisory team and specialists.
• Grow the practice through referrals, professional relationships and community involvement.
• Maintain accurate client records and comply with regulatory requirements.

Skills

Relationship building

Communication

Organizational skills

Ethical advice

Education

Bachelor’s degree in finance, business, economics or related field

CFP designation

Mutual fund licence + ETF qualifications

Job description

Larouche Private Wealth Management
Location: Timmins and surrounding communities

About the opportunity

Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing comprehensive advice that connects investments, retirement, tax, insurance and estate planning.

We believe that doing the right thing for clients creates lasting relationships and long-term success. We’re looking for someone who shares that philosophy and enjoys working collaboratively.

Your role

Build and maintain strong client relationships through personalized advice and ongoing service.

Develop and implement comprehensive financial plans tailored to clients’ goals.

Identify investment, retirement, insurance, tax and estate planning needs.

Work with our advisory team and specialists to coordinate planning recommendations.

Grow your practice through referrals, professional relationships and community involvement.

Maintain accurate client records and meet applicable regulatory and compliance requirements.

Qualifications

Bachelor’s degree, preferably in finance, business, economics or a related field.

Five or more years of experience in wealth management or financial planning.

Certified Financial Planner (CFP) designation, or willingness to pursue and obtain it.

Current mutual fund licence and the qualifications required to offer exchange-traded funds (ETFs).

Strong communication, relationship‑building and organizational skills.

• A commitment to ethical advice, exceptional service and teamwork

Bring your practice or plan your succession

You’ve worked hard to build your practice and earn your clients’ trust. We offer a competitive compensation package for advisors bringing an existing book of business to our team, tailored to the value of your practice and your transition goals.

Our qualified advisory and administrative staff will assist with onboarding, account transfers and client communication, helping you and your clients make a smooth transition.

Whether you want to continue growing your practice or plan a gradual succession, we’re open to flexible arrangements, including purchasing your book of business. Our focus is on preserving the relationships you’ve built and giving you confidence that your clients will remain in capable, caring hands.

Why join our team?

A collaborative practice focused on comprehensive financial planning.

The opportunity to serve established and growing client relationships across Northern Ontario.

Support from an experienced advisory and administrative team.

Opportunities to contribute to the growth and future direction of the practice.