Wealth Management Advisor

Position: Wealth Management Advisor Greater
Take the next step in your career as a Wealth Management Advisor. This role based in the Greater Toronto Area offers flexibility with hybrid working conditions.

As a vital member of the Wealth Management team, you will partner with various branch teams to support members in their investment and financial planning journeys. Your expertise in building genuine relationships will be crucial for client retention and growth, allowing you to successfully cultivate a robust portfolio through established warm referral networks.

Key Responsibilities:

• Develop a strong portfolio using branch referrals and networking

• Build lasting relationships with retail branch partners

• Advise clients on investment and retirement strategies

• Perform portfolio reviews and advise on asset consolidation

• Inform branch partners and members about financial products

Requirements:

• Minimum 3 years in wealth management or a related field

• Must hold CSC, CPH, and WME certifications with Investment Representative registration

• Preferred CFP or PFP designation

• Proven business development success

• Strong communication and interpersonal skills

Start your journey in wealth management today, helping clients achieve their financial aspirations effectively!
#J-18808-Ljbffr