Build on your investment knowledge as a Toronto Wealth Advisor with remote-based flexibility and regional client travel. Guide clients through important financial decisions.
Altis Recruitment is seeking an experienced, client-focused Wealth Advisor for a leading Canadian investment management organization. Manage an established client portfolio while providing personalized investment guidance and comprehensive financial planning. This permanent, full-time role supports lasting relationships, advisor transitions, and continued platform growth.
Key Responsibilities:
- Provide personalized investment advice aligned with client goals and risk tolerance
- Develop comprehensive financial plans and recommend suitable investment solutions
- Manage assigned client relationships throughout the advisory lifecycle
- Support advisor transitions, onboarding, and portfolio continuity
- Collaborate with investment, operations, and project teams
Requirements:
- Five or more years in financial services or wealth management
- Registered Representative securities registration and trading capability
- Canadian Securities Course completion and CIRO proficiency compliance
- Knowledge of capital markets, investments, and portfolio management
- Excellent English communication and consultative advisory skills
Apply investment planning, client relationship management, and advisory expertise as a Toronto Wealth Advisor supporting established portfolios.
Toronto Wealth Advisor Investment Planning employer: Altis
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