Step into a rewarding career as a Private Wealth Advisor & Financial Planner in Nepean, ON. Focus on delivering personalized wealth management solutions for diverse clients, including business owners.

Our client is looking for a proactive advisor to manage client relationships and support complex financial planning tasks. In this full-time position, you will work closely with a Senior Private Wealth Advisor and contribute significantly to the growth of the practice by fostering solid client connections and identifying new business opportunities.

Key Responsibilities:
• Manage designated client relationships effectively
• Create and implement tailored financial plans
• Engage in client meetings as lead or support advisor




• Drive business development through strong client service
• Ensure compliance with industry regulations and best practices

Requirements:
• CIM designation or CFA Level I necessary
• Minimum three years of experience in investment management
• Proficient in financial analysis and reporting
• Strong communication skills for client engagement
• Ability to maintain organized and compliant client records

Leverage your wealth management skills to enhance client experiences and support their long-term financial goals.
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📌 Wealth Management Advisor & Planner Role (Quebec City)
🏢 PPF Group
📍 Quebec City