Lead Advisor, Wealth Management
Core
Provide comprehensive financial support and world-class client experiences for high net worth clients ($2MM+) through a fully salaried, non-commissioned wealth management role.
Role type
Lead Advisor, Wealth Management (Senior IC)
Builds
Custom investment proposals and comprehensive financial plans for HNW/UHNW clients
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
CFP or IQFP designation, CIM or CFA designation, 8+ years of experience with HNW/UHNW clients, complex financial planning, investment management, corporate/trust/estate expertise
Preferred skills
FEA, TEP, CPA designations, bilingual (English/French) capability, technology-minded approach
Technologies
digital tools for client experience
Responsibilities
Provide exceptional onboarding for new clients, develop tailored financial plans, create custom investment proposals, proactively service client accounts, maintain regular communication via phone/video/in-person, apply expertise to complex corporate/trust/estate situations
Seniority
Senior, hands-on IC
