Senior Wealth Advisor

Work arrangement

• The role has a flexible, 100% remote work schedule.
• The position may include travel across Canada.

Role overview

Client advising and portfolio growth

• Develop client relationships, understand objectives and financial goals, and provide service focused on satisfaction and retention.
• Create investment strategies and financial plans, conduct in-depth client discovery, and use financial planning software to address client needs.
• Review and update plans when material changes occur, and provide meetings, reporting, planning, and timely responses to client requests.
• Educate clients about investment strategies, products, services, capital markets, and options for their long-term financial goals.
• Identify and execute opportunities to gather assets, grow portfolios, increase clients, and expand the book of business.
• Collaborate on onboarding new books of business and clients, manage relationship transitions, and minimize client attrition.
• Provide guidance to Wealth Advisors and mentor junior advisors.

Qualifications and licensing

• Current work authorization for Canada is required.
• University degree in Business, Commerce, Finance, or related field, or equivalent work experience.
• 7+ years of investment management experience and advising retail and high-net-worth clients; strong investment management and financial planning experience.
• CFA or CIM and LLQP designations; must be a Registered Representative able to sell mutual funds and securities and meet IIROC proficiency requirements.
• English/French bilingualism is an asset. CFP or MBA is an asset.
• Portfolio Manager registration or ability to obtain it is an asset.
• Requires exceptional written and verbal communication, clear explanation of financial planning, relationship management, client focus, and attention to detail.

Compensation

• Annual base salary range is $120,000–$160,000, based on experience and qualifications.
• The package includes participation in a variable compensation incentive plan and an RRSP contribution after six months of employment.

Benefits and development

• Benefits include employer-paid health coverage, parental leave top-up, home office equipment support, paid volunteer days, and professional development opportunities.
• The posting describes group RRSP contributions, tuition reimbursement, training courses, and support for completing required designations.

Posting note

• The posting represents a future vacancy or multiple future vacancies.