Found Description
The Role
We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Key Responsibilities
- Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well‑being, which include:
- Financial planning and budgeting
- Holistic balance sheet advisement (including cash and debt)
- Asset allocation and investments
- Estate and tax planning
- Insurance analysis and review
- Charitable Strategy
- Responsible for growing business through business development and referral generation from clients
- Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise cl...