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Publié il y a 26 jours

Wealth Advisor

@ TalentSphere

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Ontario

3+ ans d’expérience
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SIGNAUX

En bref

TalentSphere is hiring a Wealth Advisor for its client in the Greater Toronto Area to manage client relationships, deliver financial planning and investment advice, and grow new business. The role carries $80,000 plus bonus and benefits, with performance-based incentives. It requires 3+ years of wealth management, advisory or investment sales experience and industry licensing.

Responsabilités :

  • Manage and grow client relationships
  • Provide investment, retirement and financial planning advice
  • Identify and pursue new business opportunities
  • Conduct client reviews and recommend financial solutions
  • Monitor market trends and communicate insights to clients

Résumé des exigences :

  • 3+ years in wealth management, financial advisory or investment sales
  • Completed industry licensing requirements
  • Proven relationship management and business development track record
  • Strong understanding of investment and financial planning
  • Professional designation (CFP, PFP, CIM, CFA) is an asset

Outils et compétences

Financial planningSalesRegulatory complianceClient relationship managementCommunication skillsPresentation skillsCIMCFA
Source et dates

Type de source non vérifié · crelate

Date publiée par l’employeur
2026-10-13
Première détection par notre source
2026-10-16
Mise à jour du dossier source
2026-11-07

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineVentes
Expérience3 an(s) et plus
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsIndustry licensing
Avantages mentionnésPrime de rendement

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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TalentSphere

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ChampValeur
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Description

Wealth Advisor

Location: Greater Toronto Area (GTA)
Salary: $80,000 + bonus + benefits
Industry: Financial Services

Company Overview

Our client is a growing and respected organization within the financial services sector, offering clients tailored solutions to support their long-term financial goals. The company promotes a collaborative culture, professional development, and a client-first approach.

Position Overview

We are seeking a relationship-driven Wealth Advisor to join a growing team. The successful candidate will be responsible for managing client relationships, delivering financial planning and investment advice, and driving new business development across the GTA. This role offers the opportunity to work with an established client base while continuing to build and expand a personal portfolio.

Responsibilities

  • Develop and maintain strong client relationships.
  • Provide investment, retirement, and financial planning advice.
  • Identify and pursue new business opportunities.
  • Conduct client reviews and recommend suitable financial solutions.
  • Build tailored wealth strategies aligned with clients' objectives.
  • Monitor market trends and communicate relevant insights to clients.
  • Collaborate with internal partners to enhance the client experience.
  • Maintain compliance with all regulatory and industry requirements.

Qualifications

  • 3+ years of experience in wealth management, financial advisory, or investment sales.
  • Completion of industry licensing requirements.
  • Proven track record in relationship management and business development.
  • Strong understanding of investment and financial planning concepts.
  • Excellent communication and presentation skills.
  • Professional designation (CFP, PFP, CIM, CFA, etc.) is an asset.
  • Self-motivated with an entrepreneurial mindset.

Why Join?

  • Competitive compensation package with performance-based incentives.
  • Strong growth and advancement opportunities.
  • Supportive and collaborative team environment.
  • Opportunity to make a meaningful impact on clients' financial success.

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