Associate Wealth Advisor

Résumé du poste

Deliver advanced financial planning solutions and lead business development efforts to attract high net worth clients. Manage daily client interactions, execute trade instructions, and deepen planning relationships within an established practice.

Détails du poste

Associate Wealth Advisor— Lindsay, ON Full-Time | Established Advisory Practice As a Wealth Advisor, you will play a pivotal role within an established advisory practice that has served clients in Peterborough and the Kawarthas for over 30 years. You will thrive in an entrepreneurial, client focused environment that offers industry-leading training, strong support, and meaningful opportunities for long-term professional and financial growth. This full-time role is ideal for an experienced financial advisor looking for the next level—the opportunity to transition an existing client base into a high-performing practice, deepen planning relationships, and directly influence the continued growth of a well-established, client-centric wealth management business. High performers will have a clear path to equity ownership within the practice. If you are a driven, strategic, and relationship oriented professional with a passion for high net worth planning and business development, this opportunity is built for you. What You Will Do (Day-in-the-Life) Deliver comprehensive and advanced financial planning solutions using industry-leading planning tools. Lead business development efforts and execute targeted marketing and outreach strategies. Identify and pursue new high net worth business opportunities. Build client relationships through external prospecting, referrals, and introductions from centres of influence. Conduct planning-focused meetings with prospective and existing clients to present strategies, uncover opportunities, and deepen engagement. Manage daily client interactions, respond to inquiries, execute trade instructions, and provide guidance on products, services, and planning strategies. What You Bring Minimum 1 year of financial services experience with proven success managing client relationships. CIRO licensing completed. LLQP obtained within 6 months of hire. A financial planning designation (e.g., CFP®, QAFP®, PFP®) is an asset. Demonstrated ability to attract new business and build lasting client and COI relationships is an asset Strong communication, strategic thinking, and interpersonal skills suited to working with high net worth clients. Benefits & Compensation Highly competitive base compensation with significant performance-based bonuses and comprehensive benefits. Entrepreneurial culture with strong support, professional development, and autonomy. Opportunity to work in a high growth, high net worth-focused environment.

Ce que vous ferez

Deliver advanced financial planning solutions and lead business development efforts to attract high net worth clients. Manage daily client interactions, execute trade instructions, and deepen planning relationships within an established practice.

Exigences

Requires at least one year of financial services experience and completed CIRO licensing, with LLQP to be obtained within six months. A financial planning designation such as CFP, QAFP, or PFP is considered an asset.

Avantages

• Comprehensive Benefits • Performance-based Bonuses • Professional Development

Compétences indiquées

• interpersonal skills · Souhaitée
• Financial planning · Souhaitée
• Client Relationship Management · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Business Development
• High Net Worth Planning
• Client Relationship Management
• Prospecting
• Strategic Thinking
• Interpersonal Skills
• Marketing Strategies
• Wealth Management

Domaines d’emploi

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