CFP Certified Wealth Advisor

Job Summary

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

Key Responsibilities

• Provide exceptional onboarding experiences for new clients
• Develop comprehensive financial plans tailored to clients' unique situations and goals
• Create custom investment proposals that align with clients' financial objectives and risk tolerance

Required Qualifications

• CFP or IQFP designation required (CPA is a valuable asset)
• CIM or CFA designation required
• 5+ years of experience in wealth management or financial advisory roles
• Strong financial planning and investment management knowledge
• Bilingual (English/French) capability is a significant asset