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. #J-18808-Ljbffr

📌 Harbourfront Client-Focused Investment Advisor (Winnipeg)
🏢 Harbourfront Wealth Management
📍 Winnipeg