Wealth Advisor/Financial Planner
Role Overview
The Wealth Advisor supports clients, advises on portfolio investments, and prepares client plans and proposals.
The role makes moderate client recommendations and works with internal partners to execute client relationship strategies.
Key Skills for This Role
Full Job Posting
Role overview
The Wealth Advisor supports clients, advises on portfolio investments, and prepares client plans and proposals.
The role makes moderate client recommendations and works with internal partners to execute client relationship strategies.
Responsibilities
- Partner with the transition team to onboard new clients.
- Assist clients with financial needs and support satisfaction and retention.
- Contact clients and prospects to explain products, services, and investment strategies.
- Develop investment and financial-planning strategies for clients’ long-term goals.
- Guide clients through investment suitability assessments and manage an assigned client base.
- Build long-term client relationships and increase client engagement and business.
- Provide meetings, planning, reporting, and responses to client questions and requests.
- Coordinate operational and onboarding support with back-office and middle-office partners.
Qualifications
- University degree in business, commerce, finance, or a related field, or equivalent work experience.
- At least five years of financial-services industry experience.
- Superior knowledge of investment products and the investment industry.
- Strong familiarity with financial planning tools or software.
- Completion of the Canadian Securities Course (CSC), Registered Representative licensing, and ability to sell mutual funds and securities.
- Must meet CIRO proficiency requirements.
- English-French bilingualism is an asset; CIM or CFA Level 1 in progress is an asset; CFP or PFP is nice to have.
Work arrangement
- The role description states a flexible, 100% remote work schedule.
Compensation
- Annual base salary range is $100,000–$140,000, based on experience and qualifications.
- The role includes participation in a variable compensation incentive program.
Benefits
- Benefits include an RRSP contribution, health coverage, a health care spending account, virtual care, fitness reimbursement, home-office equipment support, paid time off, and training and tuition reimbursement.
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