Wealth Advisor: Remote with Established Portfolio

Altis Technology; United States; Remote; USD 71,000 - 100,000; Full time

Benefits offered by this job

Remote-based with regional travel

RRSP contributions

Profit-sharing opportunities

Health benefits and wellness allowance

Paid time off

Tuition reimbursement and designation

Job summary

Altis Recruitment is partnering with a leading Canadian investment management organization to recruit a Wealth Advisor in Winnipeg, Manitoba. You will provide personalized investment guidance, develop financial plans, and manage long-term client relationships within an established book of business.

You’ll work with transitioning advisors and internal teams to ensure seamless service delivery while helping clients reach their financial goals.

Qualifications

• 5+ years of experience in financial services or wealth management.
• RR securities registration is required and ability to trade mutual funds and securities.
• CSC completed and CIRO proficiency requirements.
• Strong knowledge of capital markets, investments, portfolio management and holistic planning.
• Proven ability to manage full client lifecycle and build trust with clients.
• Excellent communication, relationship management and advisory skills.
• CFP, PFP, CIM, CFA Level 1, or LLQP assets; LLQP designation possible within 12 months.

Responsibilities

• Provide personalized investment advice and develop financial plans aligned with client goals and risk tolerance.
• Manage relationships within an assigned client portfolio and ensure continuity of service.
• Guide clients through discovery, onboarding, planning, portfolio transitions, and ongoing servicing.
• Support clients during advisor transitions, major life events, and periods of uncertainty.
• Conduct investment suitability assessments and recommend appropriate investment solutions.
• Educate clients on investment solutions and financial planning opportunities.
• Collaborate with transitioning advisors, head office, investment, operations and project teams.
• Contribute ideas to improve internal processes and client experiences.

Skills

Client relationship mgmt

Investment advisory

Financial planning

Communication skills

Team collaboration

Adaptability

Education

Canadian Securities Course (CSC)

Job description

Altis Recruitment is partnering with a leading Canadian investment management organization to recruit a Wealth Advisor in Winnipeg, Manitoba. You will provide personalized investment guidance, develop financial plans, and manage long-term client relationships within an established book of business.

You’ll work with transitioning advisors and internal teams to ensure seamless service delivery while helping clients reach their financial goals.