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 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 networkManage client portfolios and provide comprehensive serviceDevelop relationships with qualified advisors and referralsBuild marketing efforts from the ground upParticipate in overall firm operations and strategyRequirements:Current Ontario registration in a client-facing categoryMinimum five years advising private householdsProven self-sourced client originationFamiliarity with complex financial topicsHybrid work model in a small firm settingDrive 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