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 professional 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 qualified 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. #J-18808-Ljbffr

📌 Investment Advisor at Schwaben Capital (Toronto)
🏢 Schwaben Capital Group
📍 Toronto