Client Focused Investment Advisor Windsor

Elevate wealth strategies as a Client-Focused Investment Advisor for high-net-worth families and business owners. This full time role offers the chance to enhance investment services in an engaged setting. You will be responsible for developing personalized wealth management strategies and building a robust client portfolio. Your role will encompass making investment recommendations, fostering relationships, and executing business strategies for client acquisition. Collaborating with a diverse team will ensure comprehensive service delivery. Key Responsibilities: Grow a portfolio of high-net-worth clients Develop personalized investment strategies and plans Provide recommendations on portfolio management Implement sales strategies to grow your client base Collaborate with partners for comprehensive advice Requirements: Bachelor's degree in finance or a related field 3+ years in a sales or relationship-focused capacity Registered Representative certification is mandatory Skilled qualifications like CFA or CFP are preferred Life Insurance License must be secured within 6 months Channel your passion for wealth management to impact lives through personalized financial guidance. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oa9zw