Financial Wealth Advisor (Advisory Team)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Wealth Advisor (Advisory Team) based in Canada.

• As a Financial Wealth Advisor, you will manage and grow an established book of business while delivering comprehensive, personalized wealth management services.
• You will advise clients across investments, retirement, estate planning, insurance, and tax strategy, supporting a wide range of financial needs.
• The role combines relationship management and business development, giving you the opportunity to deepen existing relationships while building a consistent pipeline of new opportunities.
• You will transition established client relationships onto a modern wealth management platform and ensure a smooth, high-quality onboarding experience.
• You will have access to technology, planning tools, operational support, and experienced leadership to help scale your practice efficiently.
• Collaboration and knowledge sharing are central to the role, with opportunities to contribute to complex client situations and mentor junior advisors.
• This is a flexible opportunity for an experienced advisor seeking to build long-term practice ownership while focusing more of their time on clients and growth.