Wealth Advisor

TalentSphere; Toronto; On-site; CAD 72,000 - 88,000; Full time

Benefits offered by this job

Bonus program

Benefits

Professional development

Collaborative team

Job summary

TalentSphere in the Greater Toronto Area is seeking a relationship-driven Wealth Advisor to join our growing financial services team. You will manage client relationships, deliver investment and retirement planning guidance, and help expand a personal portfolio across the GTA.

The ideal candidate has 3+ years in wealth management, holds required licenses, and demonstrates strong communication and business development skills.

Qualifications

• 3+ years in wealth management or financial advisory.
• Completion of industry licensing requirements.
• Proven track record in relationship management and business development.
• Strong understanding of investment and financial planning concepts.
• Excellent communication and presentation skills.
• CFP/CIM/CFA designation is an asset.
• Self-motivated with an entrepreneurial mindset.

Responsibilities

• Develop and maintain strong client relationships.
• Provide investment, retirement, and financial planning advice.
• Identify and pursue new business opportunities.
• Conduct client reviews and recommend suitable financial solutions.
• Build tailored wealth strategies aligned with clients' objectives.
• Monitor market trends and communicate relevant insights to clients.
• Collaborate with internal partners to enhance the client experience.
• Maintain compliance with all regulatory and industry requirements.

Skills

Wealth management

Relationship mgmt

Business development

Investment planning

Communication

Education

Industry licensing

CFP/CIM designation (asset)

Job description

Wealth Advisor

Location: Greater Toronto Area (GTA)
Salary: $80,000 + bonus + benefits
Industry: Financial Services

Company Overview

Our client is a growing and respected organization within the financial services sector, offering clients tailored solutions to support their long-term financial goals. The company promotes a collaborative culture, professional development, and a client-first approach.

Position Overview

We are seeking a relationship-driven Wealth Advisor to join a growing team. The successful candidate will be responsible for managing client relationships, delivering financial planning and investment advice, and driving new business development across the GTA. This role offers the opportunity to work with an established client base while continuing to build and expand a personal portfolio.

Responsibilities

• Develop and maintain strong client relationships.
• Provide investment, retirement, and financial planning advice.
• Identify and pursue new business opportunities.
• Conduct client reviews and recommend suitable financial solutions.
• Build tailored wealth strategies aligned with clients' objectives.
• Monitor market trends and communicate relevant insights to clients.
• Collaborate with internal partners to enhance the client experience.
• Maintain compliance with all regulatory and industry requirements.

Qualifications

• 3+ years of experience in wealth management, financial advisory, or investment sales.
• Completion of industry licensing requirements.
• Proven track record in relationship management and business development.
• Strong understanding of investment and financial planning concepts.
• Excellent communication and presentation skills.
• Professional designation (CFP, PFP, CIM, CFA, etc.) is an asset.
• Self-motivated with an entrepreneurial mindset.

Why Join?

• Competitive compensation package with performance-based incentives.
• Strong growth and advancement opportunities.
• Supportive and collaborative team environment.
• Opportunity to make a meaningful impact on clients' financial success.