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 innovative 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 workplace with an engagement focus

Become integral to our future while enhancing your own professional stature at Schwaben Capital.

📌 Future Managing Partner - Investment Advisor (Toronto)
🏢 Schwaben Capital Group
📍 Toronto