Join a leading wealth management practice as a Wealth Advisor serving Kawarthas clients. This full-time position offers a strong framework for qualified and financial growth through proactive client engagement.
With over 30 years of experience, this practice is searching for a driven advisor to deepen client relationships and manage an existing portfolio. You’ll have access to top financial planning tools and support for aggressive business development. Successful candidates will find ample opportunity for career advancement and equity ownership.
Key Responsibilities:
• Provide advanced financial planning solutions using industry tools
• Execute targeted marketing and outreach strategies
• Identify and pursue new high net worth clients
• Build relationships through referrals and introductions
• Conduct meetings to discuss strategies and deepen engagement
Requirements:
• At least 1 year of financial services experience
• CIRO licensing required
• LLQP must be obtained within 6 months
• Proven track record of attracting new business
• Excellent communication and interpersonal skills
Leverage your expertise in financial advisory to foster long-term client relationships in the Kawarthas region.
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