Market Research jobs in Canada

Job Brief:

As a Senior Wealth Advisor, you will be responsible for managing and growing a portfolio of high-net-worth Gold Leaf clients, providing tailored financial strategies, and ensuring their wealth management needs are met with excellence. You will also play a crucial role in our investment committee, contributing your expertise to guide our firm’s investment strategies. This position comes with the expectation of full-fledged portfolio management responsibilities, ensuring that your clients’ portfolios are optimized for performance, risk management, and alignment with their financial goals. This role offers a unique opportunity to influence Gold Leaf’s investment strategies while managing a portfolio of distinguished clients.

Responsibilities:

Client Relationship Management:

• Develop and maintain long-term relationships with high-net-worth Gold Leaf clients.
• Understand clients’ financial goals, risk tolerance, and investment preferences to provide personalized wealth management solutions.
• Conduct regular reviews and adjustments to clients’ portfolios to ensure alignment with their financial objectives.

Investment Committee Participation:

• Actively contribute to the Investment Committee, providing insights and recommendations on market trends, investment opportunities, and risk management strategies.
• Collaborate with other members of the Investment Committee to shape the firm’s overall investment strategy.
• Stay informed about macroeconomic trends, financial markets, and investment products to guide the committee’s decisions.

Business Development:

• Actively identify and pursue new business opportunities to grow the client base and increase assets under management.
• Network with potential clients, centres of influence, and industry professionals to build and grow the firm’s presence.
• Cross-sell Gold Leaf’s services, including insurance, group benefits, and other financial products.

Client Education and Communication:

• Educate clients on financial markets, investment products, and wealth management strategies.
• Prepare and present detailed financial plans, reports, and performance reviews to clients.
• Address client inquiries and concerns with professionalism and timely responses.

Skills/Qualifications:

Education and Certifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field. MBA or CFA designation preferred.
• Certified Financial Planner (CFP) or equivalent designation is a strong asset.
• Licensing in securities and investment management (e.g., IIROC registration) is required.

Experience:

• Minimum of 8-10 years of experience in wealth management, financial planning, or portfolio management.
• Proven track record of managing high-net-worth client relationships and delivering tailored financial solutions.

Technical Skills:

• Strong understanding of investment products, portfolio management, and financial planning strategies.
• Proficiency in financial analysis, modelling, and performance reporting.
• Familiarity with financial software and platforms (e.g., Bloomberg, Morningstar, or similar).

Interpersonal and Communication Skills:

• Excellent communication skills, with the ability to explain complex financial concepts in simple terms.
• Strong interpersonal skills, with a focus on building and maintaining client relationships.
• Ability to work collaboratively within a team and contribute to the firm’s success.

Leadership and Decision-Making:

• Strong decision-making skills with the ability to balance risk and reward.
• Leadership qualities, with a demonstrated ability to guide clients and team members in achieving financial goals.
• Strategic thinker with the ability to anticipate market trends and adjust investment strategies accordingly.

Ethical and Professional Standards:

• Commitment to the highest standards of ethical behaviour and professional integrity.
• Strong adherence to compliance and regulatory requirements in all aspects of wealth management.