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 recent 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
Robust 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.

📌 Wealth Management Advisor & Planner Role Ottawa
🏢 PPF Group
📍 Ottawa