Wealth Advisor

Position: Wealth Advisor in Greater
Join a values-driven financial services organization as a Wealth Advisor in the Greater Toronto Area (GTA). Focus on building client relationships while providing tailored financial planning and investment advice.

As a Wealth Advisor, you will play a key role in the Wealth Management team. This hybrid role allows for occasional onsite engagements at two branch locations, fostering collaboration with branch teams to support members in achieving financial goals. Your primary focus will be developing a portfolio and leveraging warm referrals for client acquisition.

Key Responsibilities:

• Build and manage a portfolio through branch referrals and networking

• Foster strong relationships with branch partners to generate business

• Provide tailored investment and financial planning advice

• Conduct portfolio reviews and asset consolidation strategies

• Educate members on wealth management solutions

Requirements:

• 3+ years in wealth management or financial planning

• Completion of CSC, CPH, and WME with registration as an Investment Representative

• Preferred CFP or PFP designation

• Proven success in client acquisition and asset gathering

• Strong relationship-building and communication skills

Utilize your expertise in wealth management to support clients in their financial journey and thrive in a collaborative environment.
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