Wealth Advisor, Employee Accounts

Role overview

Responsibilities

• Provide investment planning and portfolio management to employees participating in the Employee Investment Program.
• Assess investment suitability, guide asset allocation, explain asset classes, and understand clients' needs.
• Handle day-to-day client requests and coordinate account documentation, system execution, and administrative support.
• Prepare client meeting materials, conduct meetings as needed, and provide tailored updates.
• Lead strategic outreach, serve as employees' primary contact, and build referral relationships to grow the program.
• Develop self-sourced clients through networking and business development; participate in ongoing team learning.

Candidate qualifications

• Bring financial-services industry experience and be able to register as an AR or AAR.
• Have an undergraduate degree and CIM or CFA Level 1.
• Demonstrate investment knowledge, client-service ability, accuracy, communication, presentation, and relationship-building skills.
• Show an interest in financial markets, investment management, business development, and continued learning.

Compensation

• Compensation includes salary, a bonus structure, and commission on external new assets.
• Expected base salary range is $95,000 to $140,000; starting salary depends on experience, skills, qualifications, and internal equity.

Workplace

• The listing includes the hybrid indicator #LI-HYBRID.

Company information

• The firm describes its investment offering as pension-calibre and manages more than $22 billion in client wealth.