Senior Investment Advisor / Wealth Advisor

SG Wealth Management is expanding our investment and wealth management practice, and we are looking for an experienced, results-driven Senior Investment Advisor / Wealth Advisor to join our growing team. This is a client-facing, sales-focused role for an experienced investment professional who knows how to build relationships, identify opportunities, close investment business, and attract new assets to the firm. What We’re Looking For: 10+ years of experience in investment sales and wealth management Strong experience with Mutual Funds, Segregated Funds, RRSPs, TFSAs, RRIFs, RESPs, non-registered investments, and retirement portfolios Proven ability to prospect, present investment solutions, close business, and bring in new assets/AUM Experience working with high-net-worth individuals, professionals, and business owners Strong understanding of portfolio construction, retirement planning, tax-efficient investing, and wealth accumulation strategies Excellent communication, relationship-management, presentation, and closing skills CFP designation strongly preferred CFA designation or advanced investment credentials considered a significant asset Appropriate Canadian investment licensing/registration and strong knowledge of compliance requirements The Ideal Candidate We are looking for someone who is experienced, knowledgeable, ambitious, relationship-driven, and highly comfortable with sales. This individual should be able to take qualified opportunities, develop the investment relationship, provide appropriate advice, and confidently convert prospects into long-term clients. You will have the opportunity to work alongside an established wealth management and insurance practice with a strong network of business owners, incorporated professionals, families, and high-net-worth clients. If you are an experienced investment professional looking for an opportunity to grow assets, build a significant book of business, and become an important part of a growing wealth management firm, we would love to hear from you. Location: Markham, Ontario Experience: 10-12+ years preferred Position: Full-time Please apply through LinkedIn or submit your resume for consideration at [email protected]

The role focuses on attracting new assets and building long-term relationships with high-net-worth individuals and business owners. The advisor will identify investment opportunities, provide financial advice, and convert prospects into clients.

Candidates need over 10 years of experience in investment sales and wealth management with a strong understanding of Canadian investment vehicles. A CFP designation is strongly preferred, along with appropriate Canadian investment licensing.

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

• Investment Sales
• Wealth Management
• Relationship Management
• Portfolio Construction
• Retirement Planning
• Tax-Efficient Investing
• Prospecting
• Closing Business
• Asset Acquisition
• Client Presentation
• Compliance Knowledge

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

Formation minimale

Diplôme professionnel

Expérience minimale

10+ ans

Postuler avant le

18 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte