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My client, a highly regulated international Financial Advisory firm dedicated to providing trusted cross-border advice to UK and EU expatriates, is seeking experienced Private Wealth Managers in Canada as they continue expanding their global advisory presence. You will join a team of internationally focused advisers and work remotely from your chosen geographical base within Canada.

Their Private Wealth Managers deliver high-quality, trusted advice to high-net-worth clients and their families, providing holistic guidance to help them make informed financial decisions. In this role, you will work with a range of expatriate and internationally mobile clients to design and implement asset allocation strategies and financial plans tailored to their individual circumstances, helping them achieve their long-term objectives within their chosen level of risk tolerance.

Clients often require specialist support navigating Canada’s complex financial landscape, including worldwide income reporting requirements, foreign asset disclosure obligations and the structuring of international pensions and investments . Advisers play a key role in helping clients manage their wealth efficiently across jurisdictions while remaining fully compliant with Canadian regulations and relevant international tax treaties.

As a Private Wealth Manager you will benefit from strong regulatory backing, access to a broad range of global investment solutions, the support of dedicated cross-border tax specialists, and administrative assistance that allows you to focus on delivering advice and developing client relationships. You will also benefit from a highly experienced Business Development team generating qualified leads, alongside market-leading commission structures and the opportunity to progress into management roles as the firm continues expanding internationally.

The role ideally suits experienced UK-qualified Financial Consultants with prior experience providing advisory services to UK or EU expatriates and a strong understanding of international financial planning.

Applicants must be willing to work on a self-employed contract and commission-only basis. Location:

The role will be based full-time in Canada , working remotely from the city of your residence while serving clients nationwide. You will play a key role in developing a new, dynamic and passionate advisory team while expanding my client’s reach within the country’s growing expatriate community.

Role and Responsibilities

• Providing strategic advice across a wide range of financial products and services
• Assessing each client’s overall financial situation, understanding their objectives and developing tailored financial plans that deliver their goals
• Designing tax-efficient investment and retirement strategies for expatriate clients with international assets and pensions
• Guiding clients towards informed, secure and profitable financial decision-making
• Keeping abreast of industry developments, regulatory updates and international market trends relevant to expatriate financial planning
• Overseeing the implementation of agreed financial plans and reviewing them regularly to ensure they remain aligned with the client’s objectives
• Ensuring all advice and actions comply with industry rules, regulatory standards and company procedures

Key Duties

• Proactively identify and nurture new prospects, clients and professional intermediary relationships
• Respond to and follow up sales enquiries via telephone, email and personal meetings
• Build profitable, long-term relationships with clients by understanding their financial needs and delivering tailored solutions
• At all times provide ethical, compliant and high-quality advice in accordance with company procedures
• Ensure all sales and regulatory data is accurately recorded and maintained
• Prepare client recommendations and financial planning documentation
• Provide regular portfolio performance updates and financial reviews for clients
• Participate in marketing activities such as networking events, seminars and industry exhibitions
• Liaise and attend meetings and company functions necessary to support business development and organisational growth
• Attend training meetings and professional development courses where required

Skills And Knowledge Required

• Already living and working in Canada, or have residency allowing you to live and work there
• Ideally possess a Level 4 Diploma for Financial Advisers (CISI or CII) and/or at least five years’ experience providing financial advice, ideally within the international or offshore financial advisory sector
• Other qualifications within the finance, pensions or insurance industries will also be considered
• Proven track record as a Financial Consultant with relevant advisory experience
• Fluent in spoken and written English
• Strong verbal and written communication, negotiation and presentation skills
• Ability to analyse quantitative financial data and provide appropriate data-based advice
• High levels of accuracy and attention to detail with strong organisational and multitasking abilities
• Solution-oriented with strong problem-solving skills and the ability to explain complex financial concepts clearly
• Excellent IT skills and awareness of the use of social media and digital communication tools
• Self-motivated and driven to succeed with a passion for networking and acquiring new business
• Willingness to take initiative and demonstrate creative thinking
• Reliability and a strong professional work ethic.

Please note: IFAs must have a demonstrable track record advising on lump sum investment strategies , maintain high ethical standards and be capable of working independently in a remote advisory environment.

This position typically suits experienced UK CISI / CII Level 4 qualified investment advisers already living and working in Canada , or advisers from other jurisdictions who hold recognised advisory qualifications and are resident in Canada.

This role is not suitable for candidates from accounting, auditing or financial management backgrounds . It is a client-facing, sales-driven advisory profession focused on relationship building, targets and new business development.

Please only apply if you possess the required wealth management experience.

Please note: IFA’s must have a demonstrable track history having focused on lump sum investing, have high ethical standards, and have the ability to work remotely. This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates already living and working in Canada or advisors from other countries with suitable investment advisory qualifications living there already. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required wealth management experience.

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Tagged as: advisor, Canada, careers, Chartered Advisor, CISI, DipFA, DipPFS, Finance Jobs, FInancial Adviser Careers, IFA Consultant, IFA Jobs, Independent Financial Advisor, International IFA, International Wealth Manager, Investment Advisor Jobs, Toronto, Vancouver, Wealth Advisor, Wealth Manager