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 skilled 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.

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