Financial Wealth Advisor (Advisory Team)

Job summary

Manage and grow an established book of business while delivering comprehensive, personalized wealth management services. Prospect for new clients and transition existing relationships onto the firm's wealth management platform.

Job details

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Wealth Advisor (Advisory Team) based in Canada. As a Financial Wealth Advisor, you will manage and grow an established book of business while delivering comprehensive, personalized wealth management services. You will advise clients across investments, retirement, estate planning, insurance, and tax strategy, supporting a wide range of financial needs. The role combines relationship management and business development, giving you the opportunity to deepen existing relationships while building a consistent pipeline of new opportunities. You will transition established client relationships onto a modern wealth management platform and ensure a smooth, high-quality onboarding experience. You will have access to technology, planning tools, operational support, and experienced leadership to help scale your practice efficiently. Collaboration and knowledge sharing are central to the role, with opportunities to contribute to complex client situations and mentor junior advisors. This is a flexible opportunity for an experienced advisor seeking to build long-term practice ownership while focusing more of their time on clients and growth. Accountabilities Manage and grow an established book of business while delivering comprehensive wealth management services. Advise clients across investments, retirement planning, estate planning, insurance, tax strategy, and related financial planning needs. Transition existing client relationships onto the wealth management platform while maintaining continuity and a strong client experience. Prospect consistently for new clients through referrals, community engagement, professional networks, and direct outreach. Build and maintain long-term relationships with high-net-worth individuals and families, professionals, executives, nonprofits, and small business owners. Develop qualified business opportunities and maintain a consistent prospecting pipeline. Leverage technology, financial planning tools, and operational resources to deliver personalized and efficient client service. Collaborate with colleagues on complex client situations and contribute relevant institutional and industry knowledge. Support the development and mentoring of junior advisors as the practice grows. Contribute to a collaborative team environment with a long-term focus on practice and client relationship development. Requirements Minimum $10–15M in assets under management (AUM) with transferable client relationships. Series 65 or Series 66 license required. Demonstrated track record of proactive business development and consistent client prospecting. Strong history of client retention and organic book growth. Broad experience across multiple client profiles and wealth planning disciplines. Strong knowledge of investments, retirement planning, estate planning, insurance, and tax strategy. Ability to build trusted, long-term relationships with sophisticated clients and diverse stakeholder groups. Collaborative working style with a long-term orientation toward practice ownership and growth. Strong communication, relationship management, and business development skills. CFP, CFA, ChFC, AIF, or another advanced professional designation is a plus. Experience serving nonprofits, 401(k) plans, executives, small business owners, or other specialized client segments is advantageous. Previous experience mentoring or developing junior advisors is a plus. Advisors managing $30M+ AUM who are seeking a more flexible and modern platform are also encouraged to apply. Benefits Comprehensive medical benefits, including health and dental coverage and vision benefits. Retirement benefits, including 401(k) matching and Roth IRA options. Unlimited paid time off. Competitive industry payouts. Personalized support for transitioning existing client relationships. Operational and administrative assistance designed to reduce non-client-facing work. Access to technology and financial planning tools to support practice growth. Mentorship and collaboration with experienced wealth management professionals. Growth opportunities within a rapidly scaling fintech environment. Flexible location options supporting both remote and hybrid collaboration. Opportunity to retain and grow an established client book while developing new relationships. Support for long-term practice ownership and professional development. How Jobgether Works We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

What you’ll do

Manage and grow an established book of business while delivering comprehensive, personalized wealth management services. Prospect for new clients and transition existing relationships onto the firm's wealth management platform.

Requirements

Requires a minimum of $10–15M in assets under management and a Series 65 or 66 license. Candidates must demonstrate a strong track record in business development and expertise across multiple wealth planning disciplines.

Benefits

• Medical benefits • Health coverage • Dental coverage • Vision benefits • Retirement benefits • 401(k) matching • Roth IRA options • Unlimited paid time off • Competitive industry payouts

Listed skills

• Financial planning · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth management
• Investment advisory
• Retirement planning
• Estate planning
• Insurance
• Tax strategy
• Business development
• Relationship management
• Prospecting
• Client retention
• Financial planning
• Mentoring
• Portfolio management

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Consulting