Step into a pivotal future leadership role as an Investment Advisor with Schwaben Capital in Ontario. In this hybrid position, you will build relationships with high-net-worth households while helping to shape the firm’s direction.

Schwaben Capital is seeking an experienced qualified ready to originate business and manage client relationships end to end. This role requires a minimum of five years of direct advising experience with private households, showcasing your ability to establish professional referral networks. A hands-on approach is essential, as you will assist in business operations while actively contributing to firm strategy and long-term planning.

Key Responsibilities:
• Originate high-net-worth clients through your network
• Manage client portfolios and provide comprehensive service




• Develop relationships with professional advisors and referrals
• Build marketing efforts from the ground up
• Participate in overall firm operations and strategy

Requirements:
• Current Ontario registration in a client-facing category
• Minimum five years advising private households
• Proven self-sourced client origination
• Familiarity with complex financial topics
• Hybrid work model in a small firm setting

Drive the future of Schwaben Capital while cultivating valuable client relationships and expanding your professional influence.
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📌 Investment Advisor at Schwaben Capital (Ontario)
🏢 Schwaben Capital Group
📍 Ontario