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This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Wealth Advisor / Financial Planner based in Canada.
This role is centered on delivering personalized, high-quality financial guidance to clients as they navigate investment decisions and long-term wealth planning. You will act as a trusted advisor, helping individuals build, manage, and optimize their investment portfolios in line with their financial goals. Working in a client-centric and collaborative environment, you will combine financial planning expertise with relationship management to ensure exceptional service and retention. You will proactively engage with clients, understand their evolving needs, and provide tailored recommendations that support both short-term decisions and long-term wealth growth. The role blends advisory work with operational coordination, requiring close collaboration with internal investment, product, and service teams. This is an opportunity to make a direct impact on clients’ financial well-being while developing deep expertise in investment strategy and wealth management.
Accountabilities:
- Provide end-to-end financial advisory support by developing and presenting investment strategies and financial plans tailored to client goals and risk profiles.
- Manage and grow an assigned client portfolio, ensuring consistent engagement, proactive communication, and high levels of client satisfaction and retention.
- Act as a primary point of contact for clients, offering guidance on portfolio construction, investment suitability, and long-term financial planning.
- Deliver a high-touch client experience by coordinating onboarding, responding to inquiries, and ensuring seamless service delivery in collaboration with internal teams.
- Identify opportunities to deepen client relationships through education on investment products, services, and portfolio optimization strategies.
- Collaborate with operations, portfolio services, and investment teams to ensure accurate execution of client strategies and solutions.
- Support business growth by increasing client penetration and encouraging long-term asset growth within the advisory book.
Requirements:
- 5+ years of experience in the financial services or wealth management industry.
- University degree in Business, Finance, Commerce, or a related field, or equivalent professional experience.
- Strong understanding of investment products, capital markets, and financial planning principles.
- Valid registration/licensing to operate as a financial advisor (e.g., Registered Representative) and ability to sell securities and mutual funds in Canada.
- Completion of the Canadian Securities Course (CSC) is required.
- Strong familiarity with financial planning tools and portfolio management software.
- Excellent communication, interpersonal, and client relationship management skills.
- Ability to simplify complex financial concepts and tailor advice to individual client needs.
- Strong teamwork mindset with the ability to collaborate across internal functions.
- CFP, PFP, or CFA progress is considered an asset.
Benefits:
- Competitive total compensation package including base salary and performance-based variable pay.
- Comprehensive health, dental, vision, and disability coverage with strong employer support.
- Fully remote work arrangement with flexibility across Canada.
- Generous RRSP program with employer contributions and long-term retirement support.
- Paid time off, company holidays, and additional wellness or shutdown periods.
- Parental leave top-up programs and family support benefits.
- Annual learning and development budget, including tuition reimbursement and certification support.
- Home office and equipment allowance to support remote productivity.
- Wellness, mental health, and employee assistance programs, including therapy coverage support.
- Additional perks such as volunteering days, fitness reimbursement, and employee development resources.
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