Financial Advisor

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Job ID:

455926

Location:

Toronto, ON 

Category:

Finance/Banking

Salary:

Salary commensurate with experience
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Postal Code:

L5N6J3

Employment Type:

Full Time

Posted:

07.15.2019
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Job Description:

Wealth Consultant
TorontoJobs.ca has partnered with a leading GTA based Boutique Wealth Management firm whose clientele include affluent and high net worth Canadians. They are looking to add a qualified Wealth Advisor to their team and contribute to the company’s rapid growth. The successful candidate will have a proven track record of advising private clients on their overall net worth and uses a financial planning approach to understand their clients’ goals, aligning their wealth to meet these goals.  An adept consultant, able to implement plans through overall financial management, including investment management on a discretionary basis, risk management and insurance strategies, estate planning and estate administration services.
The Wealth Consultant/ Advisor will likely have a personal client base exceeding $10 million of AUM (assets under management) or administration.
We are targeting Advisors with a trusted clientele, loyal and willing to follow the advisor into this new role, The successful candidate will be looking to provide a higher level of fiduciary advice and see the merit of improving their current clients’ services, through the firms unique partnership model with several CPA firms, while expanding their client base and AUM.
You will be part of an environment that rewards creativity, intelligent teamwork and successful growth. The right candidate can step into a firm that is set up to distinguish itself from the mainstream IIROC, ICPM firms and Private Banking Service Providers, through a customized client services model that has earned the firm Industry Accolades.


 

Job Requirements:

The successful candidate will also have/ be….

A University Degree or College Diploma

Completed the CIM or Level 1 of the CFA program

Achievement oriented – driven to perform and accomplish set goals

Willing to “own” decisions and tasks

Detail oriented, thorough and organized

Personable – able to meet new people and “win them over”

Dynamic, self-motivated and articulate

*Completion of the CFP is an asset* 

For consideration please send your resume to resumes@torontojobs.ca

 

Company Info
TorontoJobs.ca Recruitment Division 6645 Kitimat Road, Unit 27
Mississauga, Canada

Phone: 905-812-5627
Web Site: www.TorontoJobs.ca

Company Profile


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