SG Wealth Management is expanding our investment and wealth management practice, and we are looking for an experienced, results-driven Senior Investment Advisor / Wealth Advisor to join our growing team.This is a client-facing, sales-focused role for an experienced investment professional who knows how to build relationships, identify opportunities, close investment business, and attract new assets to the firm.What We're Looking For:10+ years of experience in investment sales and wealth managementStrong experience with Mutual Funds, Segregated Funds, RRSPs, TFSAs, RRIFs, RESPs, non-registered investments, and retirement portfoliosProven ability to prospect, present investment solutions, close business, and bring in new assets/AUMExperience working with high-net-worth individuals, professionals, and business ownersStrong understanding of portfolio construction, retirement planning, tax-efficient investing, and wealth accumulation strategiesExcellent communication, relationship-management, presentation,



and closing skillsCFP designation strongly preferredCFA designation or advanced investment credentials considered a significant assetAppropriate Canadian investment licensing/registration and strong knowledge of compliance requirementsThe Ideal CandidateWe are looking for someone who is experienced, knowledgeable, ambitious, relationship-driven, and highly comfortable with sales. This individual should be able to take qualified opportunities, develop the investment relationship, provide appropriate advice, and confidently convert prospects into long-term clients.You will have the prospect to work alongside an established wealth management and insurance practice with a strong network of business owners, incorporated professionals, families, and high-net-worth clients.If you are an experienced investment professional looking for an opportunity to grow assets, build a significant book of business, and become an important part of a growing wealth management firm, we would love to hear from you.Location: Markham, OntarioExperience: 10-12+ years preferredPosition: Full-time

📌 Senior Investment Advisor / Wealth Advisor (Markham)
🏢 SG Wealth Management
📍 Markham