Wealth Consultant (LATAM)

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

Job summary

An established industry player in private banking is seeking an experienced Investments professional to join their Toronto team. This exciting role focuses on the Latin American market, requiring fluency in Spanish and a strong background in client acquisition and management. You will deliver customized financial solutions to high net worth clients, leveraging your expertise in investment products and wealth management. This firm is renowned for its exceptional service and offers a competitive compensation package. If you are looking to advance your career in a dynamic environment, this opportunity is perfect for you.

Qualifications

• 7+ years of relevant experience in financial services.
• CFA and/or CIM preferable; graduate degrees or designations are a plus.

Responsibilities

• Sourcing and managing client relationships with high net worth individuals.
• Providing integrated financial services advice including asset management.

Skills

Client Acquisition

Financial Planning

Investment Advisory

Communication Skills

Sales and Marketing

Education

Undergraduate Degree

CFA/CIM

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’s broad range of investment, trust and structuring capabilities provides clients with solutions that are global, innovative, transparent and compliant. In the world of private banking and trust, Cidel is recognized as a dedicated, high calibre advisor with exceptional, longstanding relationships.

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, is looking to hire an experienced professional into their firm. 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 their talented team, you will provide integrated financial services advice to these clients including asset management, trust & estate planning and liquidity-based lending. You will deliver customised financial solutions to target individual and families, professional service firms and to endowments and foundations. Our client is known for their exceptional service and, what sets them apart, is their ability to integrate and execute on solutions and strategies amongst investment management and wealth planning.

This role will focus on the Latin American market, specifically Mexico and Colombia. The position will be Toronto-based, and frequent travel (all expenses covered) will be required to the region (LATAM). Fluency in Spanish is required.

In order to be considered for this role, you will possess the following:

• Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees or designations given additional consideration.
• 7+ years relevant experience (client acquisition and management experience in financial services)
• Progressive career and successful track record working in private banking/wealth management/portfolio strategy group. Alternatively, you may work in advisory/professional services or philanthropic fundraising role.
• Deep knowledge and interest in investment products, all asset classes (public and private ideal) applicable to high-net-worth clients
• Excellent interpersonal, verbal and written communication skills in Spanish and English.
• Demonstrated presentation building and delivery capabilities. Proven success in sales and marketing abilities.

Please apply ASAP and in confidence to be considered. Competitive compensation package on offer.