Elevate your career as a Wealth Advisor in Peterborough, Ontario, and transform existing client relationships into a thriving practice. This full-time role emphasizes financial planning and business development in a supportive environment. With over 30 years of client service, this established advisory practice seeks an experienced advisor for its wealth management team.
You'll deliver advanced financial planning solutions and build strong client relationships to enhance business growth. High performers can expect a transparent path to equity ownership in this client-centric firm. Key Responsibilities:
- Deliver comprehensive financial planning solutions using top tools
- Lead business development and marketing initiatives
- Identify new high net worth client opportunities
- Conduct client meetings to present financial strategies
- Manage daily client interactions and inquiries
Requirements:
- Minimum 1 year in financial services, managing relationships
- Completed CIRO licensing
- Obtain LLQP within 6 months of hire
- Proven ability to attract new business
- Strong communication and strategic thinking skills
Bring your expertise in wealth management and relationship-building to this rewarding opportunity in Peterborough.