Canada

Wealth Advisor Role with JV Financial (Edmonton)

Wealth Advisor Role with JV Financial (Edmonton)
Description
Pursue a rewarding career as a Wealth Advisor with JV Financial in Edmonton, where you’ll partner with high-net-worth clients. Deliver integrated financial solutions that redefine wealth management. In a visible, client-facing position, you will cultivate existing relationships while expanding our presence across western Canada. The role supports your entrepreneurial spirit, allowing you to collaborate with colleagues and specialists to create exceptional outcomes for clients. Your experience will guide your clients through holistic wealth strategies. Key Responsibilities: - Grow and manage portfolios of high-net-worth clients - Craft and implement personalized wealth management strategies - Collaborate with specialists to create integrated solutions - Drive client onboarding and engagement initiatives - Adhere to compliance and fiduciary responsibilities Requirements: - 7-10+ years in wealth management or advisory - CFP designation or intent to pursue; LLQP preferred - Proven skills in managing affluent client relationships - Team-oriented and self-motivated mindset - Robust aptitude for business development Shape the future of wealth management as a part of JV Financial's dedicated team in Edmonton. Apply on Kit Job: kitjob.ca/job/2pr7jz
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Wealth Advisor Role with JV Financial (Edmonton) has been posted in the Edmonton Accounting, Financing & Banking category on Locanto.

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