Wealth Advisor/Financial Planner

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Toronto Office🌐 Remote💼 Full-time💰 $100,000–$100,000🗓 2026-06-12 → 2026-09-25

Core

Advise clients on investment portfolios and financial planning strategies to achieve long-term goals.

Role type

Wealth Advisor / Financial Planner

Builds

Client investment plans and proposals

Domain

Financial Services / Wealth Management

Deliverable

client delivery

Required skills

investment strategy, financial planning, client relationship management, product positioning, regulatory compliance

Preferred skills

bilingual English/French, CFP/PFP designation, CIM/CFA Level 1

Technologies

financial planning software

Responsibilities

onboard new clients, educate clients on products and services, develop investment strategies, manage assigned client base, liaise with back-office and middle-office teams

Seniority

Mid-Senior, hands-on IC

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