Senior Wealth Advisor
About the role
Job Brief:
As a Senior Wealth Advisor, you will be responsible for managing and growing a portfolio of high-net-worth Gold Leaf clients, providing tailored financial strategies, and ensuring their wealth management needs are met with excellence. You will also play a crucial role in our investment committee, contributing your expertise to guide our firm’s investment strategies. This position comes with the expectation of full-fledged portfolio management responsibilities, ensuring that your clients’ portfolios are optimized for performance, risk management, and alignment with their financial goals. This role offers a unique opportunity to influence Gold Leaf’s investment strategies while managing a portfolio of distinguished clients.
Responsibilities:
Client Relationship Management:
- Develop and maintain long-term relationships with high-net-worth Gold Leaf clients.
- Understand clients’ financial goals, risk tolerance, and investment preferences to provide personalized wealth management solutions.
- Conduct regular reviews and adjustments to clients’ portfolios to ensure alignment with their financial objectives.
Investment Committee Participation:
- Actively contribute to the Investment Committee, providing insights and recommendations on market trends, investment opportunities, and risk management strategies.
- Collaborate with other members of the Investment Committee to shape the firm’s overall investment strategy.
- Stay informed about macroeconomic trends, financial markets, and investment products to guide the committee’s decisions.
Business Development:
- Actively identify and pursue new business opportunities to grow the client base and increase assets under management.
- Network with potential clients, centres of influence, and industry professionals to build and grow the firm’s presence.
- Cross-sell Gold Leaf’s services, including insurance, group benefits, and other financial products.
Client Education and Communication:
- Educate clients on financial markets, investment products, and wealth management strategies.
- Prepare and present detailed financial plans, reports, and performance reviews to clients.
- Address client inquiries and concerns with professionalism and timely responses.
Skills/Qualifications:
Education and Certifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or related field. MBA or CFA designation preferred.
- Certified Financial Planner (CFP) or equivalent designation is a strong asset.
- Licensing in securities and investment management (e.g., IIROC registration) is required.
Experience:
- Minimum of 8-10 years of experience in wealth management, financial planning, or portfolio management.
- Proven track record of managing high-net-worth client relationships and delivering tailored financial solutions.
Technical Skills:
- Strong understanding of investment products, portfolio management, and financial planning strategies.
- Proficiency in financial analysis, modelling, and performance reporting.
- Familiarity with financial software and platforms (e.g., Bloomberg, Morningstar, or similar).
Interpersonal and Communication Skills:
- Excellent communication skills, with the ability to explain complex financial concepts in simple terms.
- Strong interpersonal skills, with a focus on building and maintaining client relationships.
- Ability to work collaboratively within a team and contribute to the firm’s success.
Leadership and Decision-Making:
- Strong decision-making skills with the ability to balance risk and reward.
- Leadership qualities, with a demonstrated ability to guide clients and team members in achieving financial goals.
- Strategic thinker with the ability to anticipate market trends and adjust investment strategies accordingly.
Ethical and Professional Standards:
- Commitment to the highest standards of ethical behaviour and professional integrity.
- Strong adherence to compliance and regulatory requirements in all aspects of wealth management.
About Gold Leaf Financial Group Inc.
Legacy is created over a lifetime. That’s why we’re here. To be the trusted advisor for all of our clients’ affairs—actively ensuring things go according to plan and helping them grow where they want to be.
Gold Leaf offers a range of services to help clients achieve their financial goals. We have five divisions that cater to different aspects of our clients' financial wellness. These divisions include Wealth Management, Group Benefits and Retirement, Insurance, and Human Capital Management.
Focused on financial wellness, we take a holistic approach, helping our clients with all of their affairs (and the things people care about most): family, health, and wealth. Our expertise is backed by decades of experience and an extensive network. Our holistic approach enables our clients to live prosperously. Because we know they’ve worked hard to achieve the level of success they have. And that wealth is more than money—it’s what you do with it.
We take care of it all so our clients can focus on what matters.
Senior Wealth Advisor
About the role
Job Brief:
As a Senior Wealth Advisor, you will be responsible for managing and growing a portfolio of high-net-worth Gold Leaf clients, providing tailored financial strategies, and ensuring their wealth management needs are met with excellence. You will also play a crucial role in our investment committee, contributing your expertise to guide our firm’s investment strategies. This position comes with the expectation of full-fledged portfolio management responsibilities, ensuring that your clients’ portfolios are optimized for performance, risk management, and alignment with their financial goals. This role offers a unique opportunity to influence Gold Leaf’s investment strategies while managing a portfolio of distinguished clients.
Responsibilities:
Client Relationship Management:
- Develop and maintain long-term relationships with high-net-worth Gold Leaf clients.
- Understand clients’ financial goals, risk tolerance, and investment preferences to provide personalized wealth management solutions.
- Conduct regular reviews and adjustments to clients’ portfolios to ensure alignment with their financial objectives.
Investment Committee Participation:
- Actively contribute to the Investment Committee, providing insights and recommendations on market trends, investment opportunities, and risk management strategies.
- Collaborate with other members of the Investment Committee to shape the firm’s overall investment strategy.
- Stay informed about macroeconomic trends, financial markets, and investment products to guide the committee’s decisions.
Business Development:
- Actively identify and pursue new business opportunities to grow the client base and increase assets under management.
- Network with potential clients, centres of influence, and industry professionals to build and grow the firm’s presence.
- Cross-sell Gold Leaf’s services, including insurance, group benefits, and other financial products.
Client Education and Communication:
- Educate clients on financial markets, investment products, and wealth management strategies.
- Prepare and present detailed financial plans, reports, and performance reviews to clients.
- Address client inquiries and concerns with professionalism and timely responses.
Skills/Qualifications:
Education and Certifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or related field. MBA or CFA designation preferred.
- Certified Financial Planner (CFP) or equivalent designation is a strong asset.
- Licensing in securities and investment management (e.g., IIROC registration) is required.
Experience:
- Minimum of 8-10 years of experience in wealth management, financial planning, or portfolio management.
- Proven track record of managing high-net-worth client relationships and delivering tailored financial solutions.
Technical Skills:
- Strong understanding of investment products, portfolio management, and financial planning strategies.
- Proficiency in financial analysis, modelling, and performance reporting.
- Familiarity with financial software and platforms (e.g., Bloomberg, Morningstar, or similar).
Interpersonal and Communication Skills:
- Excellent communication skills, with the ability to explain complex financial concepts in simple terms.
- Strong interpersonal skills, with a focus on building and maintaining client relationships.
- Ability to work collaboratively within a team and contribute to the firm’s success.
Leadership and Decision-Making:
- Strong decision-making skills with the ability to balance risk and reward.
- Leadership qualities, with a demonstrated ability to guide clients and team members in achieving financial goals.
- Strategic thinker with the ability to anticipate market trends and adjust investment strategies accordingly.
Ethical and Professional Standards:
- Commitment to the highest standards of ethical behaviour and professional integrity.
- Strong adherence to compliance and regulatory requirements in all aspects of wealth management.
About Gold Leaf Financial Group Inc.
Legacy is created over a lifetime. That’s why we’re here. To be the trusted advisor for all of our clients’ affairs—actively ensuring things go according to plan and helping them grow where they want to be.
Gold Leaf offers a range of services to help clients achieve their financial goals. We have five divisions that cater to different aspects of our clients' financial wellness. These divisions include Wealth Management, Group Benefits and Retirement, Insurance, and Human Capital Management.
Focused on financial wellness, we take a holistic approach, helping our clients with all of their affairs (and the things people care about most): family, health, and wealth. Our expertise is backed by decades of experience and an extensive network. Our holistic approach enables our clients to live prosperously. Because we know they’ve worked hard to achieve the level of success they have. And that wealth is more than money—it’s what you do with it.
We take care of it all so our clients can focus on what matters.