Join a respected firm as a Private Wealth Advisor & Financial Planner in Nepean, ON, focusing on exceptional service and comprehensive financial solutions for clients.

The successful candidate will manage client relationships and deliver tailored financial plans in this full time role. Supporting a Senior Private Wealth Advisor, you will combine financial planning with investment advisory to address the unique needs of individuals and business owners. You will leverage your expertise in wealth management to enhance the firm's offerings and contribute to new business development initiatives.

Key Responsibilities:
• Build long-term, trusted client relationships
• Prepare meeting documentation and follow-up plans
• Develop detailed financial plans across various sectors




• Participate in investment discussions and portfolio reviews
• Identify opportunities for business growth within the client base

Requirements:
• Chartered Investment Manager or CFA Level I required
• At least three years of experience in financial planning
• Strong financial analysis and planning skills
• Proficiency in CRM and financial software
• Outstanding organizational and communication abilities

Utilize your financial expertise to enhance the wealth management experience and drive client satisfaction.
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📌 Private Wealth Advisor in Nepean, ON (Quebec City)
🏢 PPF Group
📍 Quebec City