TechAlliance of Southwestern Ontario, London Economic Development Corporation
Wealth Advisor for High-Net-Worth Clients
Job Description
Join Investment Planning Counsel as a dedicated Wealth Advisor in Oakville, Ontario. Engage with high-net-worth clients to deliver tailored financial strategies and exceptional service.
This role offers the chance to work closely with experienced advisors and take over an established book of clients. You will utilize your relationship-building abilities to foster long-term partnerships and provide valuable guidance across IPC’s comprehensive offerings. The collaborative culture emphasizes community impact and offers career development resources.
Key Responsibilities:
• Foster and deepen existing client relationships
• Deliver customized wealth management solutions
• Conduct regular client meetings and calls
• Educate clients about IPC’s diverse products
• Ensure a world-class client experience
Requirements:
• Commitment to relationship-building
• 3-5 years relevant experience
• Post-secondary education in Business desired
• Completion of CSC/CPH requ...
This role offers the chance to work closely with experienced advisors and take over an established book of clients. You will utilize your relationship-building abilities to foster long-term partnerships and provide valuable guidance across IPC’s comprehensive offerings. The collaborative culture emphasizes community impact and offers career development resources.
Key Responsibilities:
• Foster and deepen existing client relationships
• Deliver customized wealth management solutions
• Conduct regular client meetings and calls
• Educate clients about IPC’s diverse products
• Ensure a world-class client experience
Requirements:
• Commitment to relationship-building
• 3-5 years relevant experience
• Post-secondary education in Business desired
• Completion of CSC/CPH requ...