Senior Advisor/Lead Advisor, Wealth Management

📋 Description

• Provide exceptional onboarding experiences for new high net worth clients, ensuring a seamless
• Develop comprehensive, personalized financial plans based on each client's financial situation
• Create tailored investment proposals aligned with clients' financial goals, investment preferences
• Proactively manage and service client accounts, anticipating needs and identifying opportunities to
• Maintain regular, high-quality communication with clients through phone, video, and in-person
• Provide sophisticated financial guidance for complex client situations involving corporations

🎯 Requirements

• CFP designation is required.
• CIM or CFA designation is required.
• For Lead Advisor level, additional professional designations such as FEA, TEP, CPA, or equivalent
• Senior Advisor: 5+ years of experience in wealth management or financial advisory roles.
• Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, with
• Proven track record of delivering exceptional client service and building strong, trusted client

🎁 Benefits

• Competitive base salary of CA$124,000–CA$192,000, depending on skills, experience, and role level.
• Equity compensation for permanent employees.
• Clear job levels and market-based compensation bands designed to support fair and consistent pay.
• Fully remote position within Canada.
• No commission structure or individual sales targets, with performance focused on client experience
• Comprehensive health benefits and life insurance.