Wealth Advisor for High Net Worth Clients

BMO Financial Group; Vaughan; On-site; CAD 56,000 - 104,000; Full time

Job summary

A leading financial services provider in Vaughan is seeking a Wealth Sales & Service Manager to manage and grow client relationships. The role involves evaluating clients' financial needs, creating investment strategies, and achieving business development targets. Candidates should have 4 to 6 years of relevant experience, a CFP designation, and strong communication skills. This position offers a salary range of $56,000 to $103,500 plus commission, along with a comprehensive benefits package including health insurance and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• Typically 4 - 6 years of relevant experience.
• Successful track record in business development.
• In-depth experience in discretionary money management.

Responsibilities

• Manage client relationships to retain and grow portfolios.
• Evaluate client's personal and investment needs.
• Drive new sales through referrals and personal networks.

Skills

Investment management expertise

Business development

Analytical skills

Communication skills

Collaboration skills

Education

Post-secondary degree in a related field

Certified Financial Planner (CFP)

Registered Investment Counsellor (IC)

Job description

A leading financial services provider in Vaughan is seeking a Wealth Sales & Service Manager to manage and grow client relationships. The role involves evaluating clients' financial needs, creating investment strategies, and achieving business development targets. Candidates should have 4 to 6 years of relevant experience, a CFP designation, and strong communication skills. This position offers a salary range of $56,000 to $103,500 plus commission, along with a comprehensive benefits package including health insurance and retirement plans.