Wealth Advisor

Job summary

Manage and grow client relationships by providing investment, retirement, and financial planning advice, conducting reviews, and developing tailored wealth strategies. Identify new business opportunities, share relevant market insights, collaborate with internal partners, and maintain regulatory compliance.

Job details

Location: Greater Toronto Area (GTA) Salary: $80,000 + bonus + benefits Industry: Financial Services Company Overview Our client is a growing and respected organization within the financial services sector, offering clients tailored solutions to support their long-term financial goals. The company promotes a collaborative culture, professional development, and a client-first approach. Position Overview We are seeking a relationship-driven Wealth Advisor to join a growing team. The successful candidate will be responsible for managing client relationships, delivering financial planning and investment advice, and driving new business development across the GTA. This role offers the opportunity to work with an established client base while continuing to build and expand a personal portfolio. Responsibilities Develop and maintain strong client relationships. Provide investment, retirement, and financial planning advice. Identify and pursue new business opportunities. Conduct client reviews and recommend suitable financial solutions. Build tailored wealth strategies aligned with clients' objectives. Monitor market trends and communicate relevant insights to clients. Collaborate with internal partners to enhance the client experience. Maintain compliance with all regulatory and industry requirements. Qualifications 3+ years of experience in wealth management, financial advisory, or investment sales. Completion of industry licensing requirements. Proven track record in relationship management and business development. Strong understanding of investment and financial planning concepts. Excellent communication and presentation skills. Professional designation (CFP, PFP, CIM, CFA, etc.) is an asset. Self-motivated with an entrepreneurial mindset. Why Join? Competitive compensation package with performance-based incentives. Strong growth and advancement opportunities. Supportive and collaborative team environment. Opportunity to make a meaningful impact on clients' financial success.

What you’ll do

Manage and grow client relationships by providing investment, retirement, and financial planning advice, conducting reviews, and developing tailored wealth strategies. Identify new business opportunities, share relevant market insights, collaborate with internal partners, and maintain regulatory compliance.

Requirements

Candidates need at least three years of experience in wealth management, financial advisory, or investment sales, along with completed industry licensing requirements. They should have a proven record in relationship management and business development, strong investment and financial planning knowledge, and excellent communication and presentation skills; a professional designation is an asset.

Benefits

• Bonus
• Benefits

Listed skills

• Client Relationship Management · Preferred
• Financial planning · Preferred
• Business development · Preferred
• Communication · Preferred
• Regulatory Compliance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Investment Advice
• Financial Planning
• Retirement Planning
• Business Development
• Wealth Strategy Development
• Client Reviews
• Market Analysis
• Communication
• Presentation
• Regulatory Compliance
• Investment Sales

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support

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