Wealth Advisor Lead for HNW Clients (In-Office) (Ontario)

Wealth Advisor Lead for HNW Clients (In-Office) (Ontario)

04 Aug
|
MT Talent Solutions
|
Ontario

04 Aug

MT Talent Solutions

Ontario

MT Talent Solutions is seeking a Senior Financial Advisor/Wealth Advisor to join our established private wealth practice in Burlington, Ontario. This in-office role offers a adaptable environment to collaborate with a high-net-worth client base, delivering comprehensive financial planning and wealth management services.
The ideal candidate has 8+ years in wealth management, holds CFP/CIM/CFA/PFP or equivalent designation, and can mentor junior advisors while contributing to the firm’s growth and

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📌 Wealth Advisor Lead for HNW Clients (In-Office) (Ontario)
🏢 MT Talent Solutions
📍 Ontario

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