Senior Wealth Advisor — Private Wealth with Equity Opportunity

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

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.