Senior Wealth Advisor

4 weeks ago

Ottawa, Canada Pivot + Edge Full time

About Us:

IP Private Wealth is a mature wealth management company that prides itself in an impeccable client experience. Over the many years as a financial service company we have attracted many high-quality clients who have come to enjoy and expect the finest care in the industry. Our mission is to provide tailored financial advice including, Discovery, integrated Planning, Estate Planning and Philanthropy, Investment Management, Tax Strategies, and Corporate Strategies. We pride ourselves on our client-centric approach, deep industry expertise, and commitment to delivering excellence.

What We Offer:

  • Competitive salary and performance-based bonuses
  • Comprehensive benefits package, including health, dental, and retirement plans
  • Opportunities for professional growth and development
  • A collaborative and supportive team environment
  • Access to cutting-edge financial tools and resources

Job Description:

We are seeking an experienced and dynamic Senior Wealth Advisor to join our team. The ideal candidate will be responsible for managing and growing a portfolio of high-net-worth clients by providing customized financial strategies, investment advice, and wealth planning services. This role requires a high degree of technical expertise, relationship management skills, and the ability to offer innovative solutions tailored to client needs.

Key Responsibilities:

  • Establish and grow a book of business and high-net-worth individuals that require the management of a complex portfolio.
  • Build and maintain long-term relationships with high-net-worth individuals, families, and business owners.
  • Provide comprehensive wealth management advice including investment strategies, estate planning, tax optimization, retirement planning, and risk management.
  • Develop and execute personalized financial plans to help clients achieve their financial goals.
  • Collaborate with other financial professionals and specialists within the firm and establish external partnersto deliver integrated wealth management services.
  • Stay current on market trends, investment products, and regulatory changes that may impact client portfolios.
  • Identify and develop new business opportunities through networking, referrals, and active client engagement.
  • Ensure compliance with all relevant legal, regulatory, and internal guidelines.

Qualifications:

  • Bachelor’s degree in Finance, Economics, or a related field (advanced degree or certification such as CFP, CFA, or CPA is preferred).
  • Minimum of 8-10 years of experience in wealth management or financial advisory services.
  • Proven track record in managing high-net-worth client portfolios and delivering results.
  • Interest and experience in coaching and mentoring junior team members.
  • Deep understanding of financial markets, investment strategies, tax planning, estate planning, and risk management.
  • Exceptional communication, presentation, and interpersonal skills.
  • Ability to work independently, take initiative, and maintain a strong client focus.
  • High ethical standards and commitment to acting in the best interest of clients.

IP Private Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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