Our client is a growing and respected organization within the financial services sector, offering clients tailored solutions to support their long-term financial goals. The company promotes a collaborative culture, professional development, and a client-first approach.
We are seeking a relationship-driven Wealth Advisor to join a growing team. The successful candidate will be responsible for managing client relationships, delivering financial planning and investment advice, and driving new business development across the GTA. This role offers the opportunity to work with an established client base while continuing to build and expand a personal portfolio.
Provide investment, retirement, and financial planning advice.
Maintain compliance with all regulatory and industry requirements.
3+ years of experience in wealth management, financial advisory, or investment sales.
- Strong understanding of investment and financial planning concepts.
- Skilled designation (CFP, PFP, CIM, CFA, etc.) is an asset.
- Competitive compensation package with performance-based incentives.
📌 FINANCIAL PLANNING CONSULTANTS (Toronto)
🏢 TalentSphere
📍 Toronto
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