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 prospect to establish a skilled 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 environment with an engagement focus
Become integral to our future while enhancing your own skilled stature at Schwaben Capital.#J-18808-Ljbffr

📌 Future Managing Partner Investment Advisor Winnipeg
🏢 Schwaben Capital Group
📍 Winnipeg