Wealth Advisor
Core
Deliver holistic financial planning and investment advice to existing and prospective clients, building external centers of influence to enhance customer experience.
Role type
Wealth Advisor (Financial Planning & Investment)
Builds
Personalized financial plans and investment strategies for individual clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Holistic investment planning, relationship building, financial discovery, sales goal achievement, technology adoption
Preferred skills
Financial planning designation (QAFP/CFP), registered with CIRO-regulated dealer
Technologies
Existing firm technology platforms
Responsibilities
Develop robust external centers of influence, leverage specialized experts for trusted advice, challenge clients to make best financial decisions, connect client wealth with life aspirations, drive new customer acquisition
Seniority
Mid-level IC (5+ years experience)
