Wealth Advisor
Core
Deliver investment advice and holistic financial planning for existing and prospective clients while driving sales and new client acquisition.
Role type
Senior Wealth Advisor (Sales-driven IC)
Builds
Holistic financial plans and wealth management solutions
Domain
Financial Services / Wealth Management
Required skills
Sales and customer experience, Relationship building, Financial planning, Client acquisition, Coaching and mentoring, Technology adoption
Preferred skills
CIRO registration, Financial planning designations (QAFP, CFP)
Technologies
CRM systems, Data analytics tools
Responsibilities
Deliver exceptional financial advice and planning, Drive growth through sales and new client acquisition, Partner across teams for a seamless client experience, Champion client experience with personalized guidance, Engage in community events and networking, Coach and mentor branch colleagues, Leverage technology and data insights to manage pipeline
Seniority
Senior, hands-on IC