Senior Investment Advisor: Build A High Net Worth Portfolio Ontario

Senior Investment Advisor: Build A High Net Worth Portfolio Ontario

29 Aug
|
SG Wealth Management
|
Ontario

29 Aug

SG Wealth Management

Ontario

SG Wealth Management in Markham, Ontario, is seeking an experienced Senior Investment Advisor / Wealth Advisor. This client-facing, sales-focused role requires building relationships, presenting investment solutions, closing business, and growing AUM.
You should have 10+ years in investment sales and wealth management, with expertise across mutual funds, RRSPs, TFSAs, RESPs, and retirement portfolios; CFP preferred and CFA or advanced credentials highly valued.
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📌 Senior Investment Advisor: Build A High Net Worth Portfolio Ontario
🏢 SG Wealth Management
📍 Ontario

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