Senior Advisor in Wealth Management
Portage Ventures GP Inc.
Transform the wealth management landscape with Wealthsimple as a Senior Advisor in Toronto. Provide premium client experiences and comprehensive financial solutions to high net worth clients. This full-time role allows you to support clients through personalized onboarding and financial planning without commission pressure. You will deliver custom investment proposals and maintain proactive communications with clients while managing complex financial situations. Collaboration, humility, and a client-first approach are essential. Key Responsibilities:
- Guide high net worth clients through onboarding
- Develop strategic financial plans based on individual goals
- Create and present tailored investment proposals
- Anticipate client needs and proactively manage accounts
- Utilize diverse communication methods to engage clients
- CFP or IQFP designation is necessary
- CIM or CFA designation required
- 5+ years of experience in wealth management
- Excellent communication and client service skills
- Bilingual in English and French is advantageous
Vacancy posted more than 2 months ago
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