Managing Director at WealthBridge Financial in Ottawa

Managing Director at WealthBridge Financial in Ottawa

Ottawa Full-Time On-site
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Elevate your career as a Managing Director at WealthBridge Financial Group, focusing on team leadership and mentorship in a dynamic financial environment. Join a storied firm with over 175 years of heritage while advancing your personal practice.

This leadership role is tailored for a seasoned financial advisor ready to inspire and guide a team. You'll combine client work with recruiting and mentoring fellow advisors, all while fostering a high-performance culture. Collaborate with experienced professionals to steer the firm's growth trajectory and shape the future of financial advising.

Key Responsibilities:

  • Build and lead a diverse team of financial advisors
  • Provide mentorship to enhance team performance
  • Continue client service alongside leadership duties
  • Recruit top talent to strengthen your team
  • Foster a high-performance culture within the firm

Requirements:

  • 3+ years in financial services with personal practice growth
  • Active Life and Health License required
  • Preferred FINRA Series 6/7 and 63/66 licenses
  • Proven success in client development and relationship management
  • Strong leadership capabilities and mentorship inclination

Seize the opportunity to combine client success with team leadership and growth at WealthBridge Financial Group.

Managing Director at WealthBridge Financial in Ottawa employer: WealthBridge Financial Group

WealthBridge Financial Group is an exceptional employer that prioritizes leadership development and a high-performance culture, making it an ideal place for ambitious professionals in the financial services sector. Located in a vibrant market, the company offers robust growth opportunities, mentorship from seasoned executives, and a collaborative environment that fosters innovation and excellence. Join us to not only advance your career but also to make a meaningful impact in the world of wealth management.

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Contact Details:

WealthBridge Financial Group Recruitment Team