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 robust 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. #J-18808-Ljbffr

📌 Wealth Management Advisor & Planner Role (Montreal)
🏢 PPF Group
📍 Montreal