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 householdsConduct detailed financial planning and onboardingBuild solid connections with accountants and lawyersCreate innovative marketing strategiesContribute to the operational functions of the businessRequirements:Current Ontario client-facing registrationMinimum of five years of household advisory experienceDemonstrated self-sourced client acquisition successFamiliarity with tax, estate, and financial structuresHybrid work environment with an engagement focusBecome integral to our future while enhancing your own skilled stature at Schwaben Capital.#J-18808-Ljbffr

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