Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Charles Schwab Corporation; Saskatchewan; On-site; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Sr. Manager, Wealth Advisor to join their innovative team. In this role, you will empower clients through personalized investment strategies and exceptional service. With a focus on fiduciary responsibility, you will leverage a wide range of financial products to help clients navigate complex portfolios and achieve their financial goals. This position offers a collaborative environment where you can mentor junior advisors and deepen your expertise in wealth management. If you are passionate about transforming the finance industry and making a meaningful impact on clients' lives, this opportunity is for you.

Qualifications

• 5+ years of advisory experience in financial services.
• CFP or CFA designation is required.

Responsibilities

• Provide personalized investment advisory services to clients.
• Mentor junior team members and collaborate with industry advisors.

Skills

Client Relationship Management

Investment Advisory

Problem Solving

Mentoring

Education

Bachelor’s Degree

CFP or CFA Designation

Tools

FINRA Series 7 License

FINRA Series 66 License

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

1. CFP designation or CFA designation required
2. Bachelor’s degree required
3. Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
4. Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
5. Five or more years of advisory experience

Preferred Qualifications:

1. Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.