Larouche Private Wealth Management
Location: Timmins and surrounding communities
About the opportunity Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing comprehensive advice that connects investments, retirement, tax, insurance and estate planning.
We believe that doing the right thing for clients creates lasting relationships and long-term success. We’re looking for someone who shares that philosophy and enjoys working collaboratively.
Your role Build and maintain strong client relationships through personalized advice and ongoing service.
Develop and implement comprehensive financial plans tailored to clients’ goals.
Identify investment, retirement, insurance, tax and estate planning needs.
Work with our advisory team and specialists to coordinate planning recommendations.
Grow your practice through referrals, professional relationships and community involvement.
Maintain accurate client records and meet applicable regulatory and compliance requirements.
Qualifications Bachelor’s degree, preferably in finance, business, economics or a related field.
Five or more years of experience in wealth management or financial planning.
Certified Financial Planner (CFP) designation, or willingness to pursue and obtain it.
Current mutual fund licence and the qualifications required to offer exchange-traded funds (ETFs).
Solid communication, relationship‑building and organizational skills.
A commitment to ethical advice, exceptional service and teamwork
Bring your practice or plan your succession You’ve worked hard to build your practice and earn your clients’ trust. We offer a competitive compensation package for advisors bringing an existing book of business to our team , tailored to the value of your practice and your transition goals.
Our qualified advisory and administrative staff will assist with onboarding,