Wealth Consultant

B. Riley Farber; Toronto; On-site; CAD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking an experienced investments professional to join their Toronto team. This exciting opportunity involves sourcing and managing relationships with high-net-worth clients, providing tailored financial solutions, and delivering exceptional service. The ideal candidate will have over seven years of experience in client acquisition within financial services, a strong track record in private banking or wealth management, and excellent communication skills. Join a firm that values innovation and client success, and take your career to the next level in a dynamic and supportive environment.

Qualifications

• 7+ years in client management within financial services.
• CFA or CIM preferred; graduate degrees are a plus.

Responsibilities

• Sourcing and managing client relationships with high-net-worth individuals.
• Providing integrated financial services advice and solutions.

Skills

Client Acquisition

Investment Advisory

Financial Planning

Communication Skills

Sales and Marketing

Education

Undergraduate Degree

CFA

CFP/FEA

Job description

About Cidel

Cidel (www.cidel.com) is a Canadian-based global private bank and asset manager that designs and implements customized financial solutions to help clients build, preserve, and transfer wealth. With a strategic network of operations in Canada and internationally, Cidel offers a broad range of investment, trust, and structuring capabilities, providing clients with solutions that are global, innovative, transparent, and compliant. Cidel is recognized as a dedicated, high-caliber advisor with exceptional, longstanding relationships in the private banking and trust sectors.

About You

Are you an experienced investments professional with investment advisory or financial planning expertise interested in transitioning to a global private bank and asset manager? Are you looking to build your book at a growing firm that will take care of all the wealth needs of your clients? If so, please read on — this is an exciting career opportunity.

Cidel, located in downtown Toronto and Calgary, is seeking to hire an experienced professional. You will be responsible for sourcing, developing, and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. Along with our talented team, you will provide integrated financial services advice, including asset management, trust & estate planning, and liquidity-based lending. You will deliver customized financial solutions to individuals, families, professional service firms, and endowments and foundations. Our client is known for exceptional service and the ability to integrate and execute strategies across investment management and wealth planning.

To be considered for this role, you should possess the following:

1. Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees, or designations are an added advantage.
2. 7+ years of relevant experience in client acquisition and management within financial services.
3. Progressive career with a successful track record in private banking, wealth management, or portfolio strategy groups. Alternatively, experience in advisory, professional services, or philanthropic fundraising roles.
4. Deep knowledge and interest in investment products across all asset classes (public and private) suitable for high-net-worth clients.
5. Excellent interpersonal, verbal, and written communication skills. Proficiency in second languages is a plus.
6. Demonstrated presentation-building and delivery capabilities, with proven success in sales and marketing abilities.

Please apply as soon as possible and in confidence to be considered. A competitive compensation package is on offer.