Become a key player at Schwaben Capital as an Investment Advisor and future managing partner in Ontario. This hybrid role focuses on cultivating relationships with high-net-worth individuals while preparing you to run the firm.

Schwaben Capital is on the lookout for a dedicated investment advisor with at least five years of experience working directly with high-net-worth families. You will originate clients, oversee comprehensive financial advising, and actively engage in both relationship management and firm growth. You'll also have the opportunity to establish a professional referral network that will sustain long-term business relationships.

Key Responsibilities:
• Develop a pipeline of high-net-worth households
• Conduct detailed financial planning and onboarding




• Build solid connections with accountants and lawyers
• Create cutting-edge marketing strategies
• Contribute to the operational functions of the business

Requirements:
• Current Ontario client-facing registration
• Minimum of five years of household advisory experience
• Demonstrated self-sourced client acquisition success
• Familiarity with tax, estate, and financial structures
• Hybrid work environment with an engagement focus

Become integral to our future while enhancing your own professional stature at Schwaben Capital.
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📌 Future Managing Partner - Investment Advisor (Ontario)
🏢 Schwaben Capital Group
📍 Ontario