Wealth Advisor in Greater Toronto Area

Join a values-driven financial services organization as a Wealth Advisor in the Greater Toronto Area (GTA). Focus on building client relationships while providing tailored financial planning and investment advice.
As a Wealth Advisor, you will play a key role in the Wealth Management team. This hybrid role allows for occasional onsite engagements at two branch locations, fostering collaboration with branch teams to support members in achieving financial goals. Your primary focus will be developing a portfolio and leveraging warm referrals for client acquisition.
Key Responsibilities:
• Build and manage a portfolio through branch referrals and networking
• Foster strong relationships with branch partners to generate business
• Provide tailored investment and financial planning advice
• Conduct portfolio reviews and asset consolidation strategies
• Educate members on wealth management solutions
Requirements:
• 3+ years in wealth management or financial planning...