Join Harbourfront Wealth as an Investment Advisor focused on creating impactful financial decisions. Engage clients directly, emphasizing relationship-building and planning. Harbourfront seeks a passionate CFP, CPA, or PFP qualified for its Fundamental Wealth team.
The ideal candidate will have experience in a bank or wealth management practice. This role allows you to move beyond traditional sales pressures, focusing instead on meaningful client relationships and comprehensive planning strategies. Key Responsibilities:
- Establish and maintain trust-based long-term client interactions
- Deliver tailored financial plans for various needs
- Act as primary advisor for transitioning client portfolios
- Guide clients in retirement and estate planning
- Collaborate with internal teams to enhance client experience Requirements:
- Experience as a CFP, CPA, or affiliated profession
- Proven trust-building and communication skills
- Client-centered mindset with prioritization of interests
- Team-oriented collaboration capabilities
- Securities licensing readiness Create a lasting impact in clients' lives through exceptional financial guidance and strategic planning.