09 Nov
|
The Mirillion Group
|
Vancouver
09 Nov
The Mirillion Group
Vancouver
We are working in exclusive partnership with one of Canada's leading boutique wealth practices, a team trusted by some of the country's most successful families, entrepreneurs and family offices.Why this opportunity is differentMost advisors at this level are working through a book of small accounts, a crowded client list or a product shelf they did not choose. This practice is built the opposite way. It is deliberately small and selective, taking on only a handful of new relationships each year, and every family receives senior level attention and proactive contact throughout the year.The founder has spent more than three decades in the industry, including senior roles with a global firm in the US, and has a clear ten year plan to significantly grow the business. The team is hiring ahead of that growth, which means the people who join now will help shape what the practice becomes, with a real path to a broader leadership role as it scales.What you will do Act as a lead relationship partner for a portfolio of ultra high net worth families, building multigenerational relationshipsLead client reviews and coordinate advice with family offices, accountants, lawyers and insurance specialistsWork alongside the founder and partners on prospect meetings, presentations and referral relationships,
including an established approach to building relationships with the M&A and professional advisory communityPresent investment strategies and wealth solutions together with portfolio managers and analystsHelp mentor and develop junior team members What you bring 7 to 10 years in wealth management, private wealth, private banking or investment advisoryA record of serving high net worth or ultra high net worth clients, with real business development and client acquisition experienceCIRO registration or licensing appropriate for an advisory rolePolish, credibility and the ability to sell ideas and build trust with sophisticated clientsA collaborative, team first mindset and the discretion that comes with serving prominent familiesA stable career history and a genuine interest in building something long term The environmentYou will be part of a close, high performance team with significant senior experience, a premium downtown Vancouver office and the backing of a large independent wealth management firm. The practice invests in its people, including coaching and executive education, for those who bring drive and a robust work ethic.This is an in person role in Vancouver. All conversations are confidential.#J-18808-Ljbffr
📌 Senior Wealth Partner/Advisor (Vancouver)
🏢 The Mirillion Group
📍 Vancouver