Associate Wealth Advisor Potential

Position: Associate Wealth Advisor with Growth Potential
Advance your career as an Associate Wealth Advisor in Peterborough, ON, where you will shape client-focused financial strategies. This full-time role caters to those with experience seeking growth.

Join a well-established wealth management practice that serves clients in the Kawarthas, fostering deep planning relationships and offering opportunities for professional development. You will transition an existing client base into a thriving practice and have the possibility of equity ownership as a high performer.

Key Responsibilities:

• Provide advanced financial planning solutions utilizing top industry tools

• Execute targeted marketing and business development efforts

• Pursue high net worth business opportunities

• Build strong client relationships through networking and referrals

• Conduct strategy-focused meetings with clients

Requirements:

• At least 1 year in financial services with client relationship management

• Completion of CIRO licensing is essential

• Obtain LLQP within 6 months of hire

• Experience in attracting new business

• Excellent interpersonal and strategic skills

Embrace this entrepreneurial opportunity in a dynamic, client-centric environment.