Toronto Wealth Advisor Investment Planning
Altis
Build on your investment knowledge as a Toronto Wealth Advisor with remote-based flexibility and regional client travel. Guide clients through important financial decisions.Altis Recruitment is seeking an experienced, client-focused Wealth Advisor for a leading Canadian investment management organization. Manage an established client portfolio while providing personalized investment guidance and comprehensive financial planning. This permanent, full-time role supports lasting relationships, advisor transitions, and continued platform growth.Key Responsibilities:
Provide personalized investment advice aligned with client goals and risk toleranceDevelop comprehensive financial plans and recommend suitable investment solutionsManage assigned client relationships throughout the advisory lifecycleSupport advisor transitions, onboarding, and portfolio continuityCollaborate with investment, operations, and project teamsRequirements:
Five or more years in financial services or wealth managementRegistered Representative securities registration and trading capabilityCanadian Securities Course completion and CIRO proficiency complianceKnowledge of capital markets, investments, and portfolio managementExcellent English communication and consultative advisory skillsApply investment planning, client relationship management, and advisory expertise as a Toronto Wealth Advisor supporting established portfolios.
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Provide personalized investment advice aligned with client goals and risk toleranceDevelop comprehensive financial plans and recommend suitable investment solutionsManage assigned client relationships throughout the advisory lifecycleSupport advisor transitions, onboarding, and portfolio continuityCollaborate with investment, operations, and project teamsRequirements:
Five or more years in financial services or wealth managementRegistered Representative securities registration and trading capabilityCanadian Securities Course completion and CIRO proficiency complianceKnowledge of capital markets, investments, and portfolio managementExcellent English communication and consultative advisory skillsApply investment planning, client relationship management, and advisory expertise as a Toronto Wealth Advisor supporting established portfolios.
#J-18808-Ljbffr
Vacancy posted 45 minutes ago
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