Lead Advisor, Wealth Management

About the role

For our client, we are seeking a Lead Advisor, Wealth Management to join the team of a leader in the Finance & Insurance space. This role will be responsible for delivering personalized advice and high-touch service to high-net-worth and ultra-high-net-worth clients. You will partner closely with clients to build trusted relationships, develop tailored financial plans, and create investment recommendations that align with long-term goals. The position also requires proactive account oversight, clear communication, and thoughtful input that helps strengthen the overall client experience. Location: Remote - US based candidates only, no visa sponsorship available.

Responsibilities

• Provide exceptional onboarding experiences for new clients
• Develop tailored financial plans based on client goals
• Create customized investment proposals aligning with client objectives
• Proactively service client accounts and anticipate needs
• Maintain regular communication through various channels
• Apply financial expertise to complex client situations
• Contribute insights to improve service offerings and client experiences

Qualifications

• CFP or IQFP designation required
• CIM or CFA designation required
• Additional designations such as FEA, TEP, or CPA are a significant asset
• 8+ years of experience in wealth management with HNW/UHNW clients
• Proven record of exceptional client service
• Strong financial planning and investment management knowledge
• Excellent communication skills for explaining complex concepts
• Client-first mentality and passion for achieving client goals
• Tech-savvy with the ability to leverage digital tools to enhance client experience
• Bilingual capability in English and French is a significant asset

Benefits

• Purpose-driven role focused on client outcomes
• Opportunity to challenge industry norms and prioritize clients
• Collaborative team environment with access to fintech tools
• Career growth in a rapidly expanding company
• Competitive salary and benefits package
• Opportunity to help shape the future of wealth management services in Canada

Pay

$100,000 – $120,000 annually