CFA Licensed Wealth Advisor

Job Summary

A company is looking for a Lead Advisor in Wealth Management.

Key Responsibilities

• Expand and manage a pipeline of external prospects to generate new high-net-worth clients
• Create innovative sourcing strategies to acquire clients and close significant new assets
• Collaborate with Wealth Management service advisors to transition new clients into long-term relationships

Required Qualifications

• Proven top performer in a similar role with a track record of exceeding targets
• Investment expertise with a CFA (preferred) or CIM designation and 2+ years in a CIRO or OSC regulated role
• Strong existing client relationships and networks that generate opportunities
• Resilient and energized by the challenges of prospecting in a variable-compensation environment
• Deep understanding of the High Net Worth market and ability to articulate unique selling points