Elevate your career as a Lead Advisor in Wealth Management with a partner company in Canada. Deliver personalized financial advice to high net worth clients without sales pressure.

This fully remote position involves providing sophisticated financial guidance to clients managing complex wealth situations. You will develop tailored financial plans, create investment strategies, and maintain high-quality communication with clients. Utilize your skills to transform client experiences while advocating for unbiased advice in a technology-driven setting.

Key Responsibilities:
• Provide exceptional onboarding experiences for high net worth clients
• Develop comprehensive financial plans tailored to client goals
• Create personalized investment proposals aligned with objectives




• Proactively manage client accounts and identify additional value
• Maintain high-quality communication through various channels

Requirements:
• CFP and CIM or CFA designations required
• 5+ years of wealth management experience
• Proven track record in client service and relationship building
• Strong knowledge of financial planning and investment strategies
• Excellent communication and analytical skills

Lead clients to financial success by leveraging your expertise in wealth management.
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📌 Lead Advisor Wealth Management Canada (Alberta)
🏢 Jobgether
📍 Alberta