Wealth Mgmt. Advisor | $200/hr

2 weeks ago

Toronto Montreal Calgary Vancouver Edmonton Old Toronto Ottawa Mississauga Quebec Winnipeg Halifax Saskatoon Burnaby Hamilton Surrey Victoria London Halton Hills Regina Markham Brampton Vaughan Kelowna Laval Southwestern Ontario R, Canada Mercor Full time

Wealth Mgmt. Advisor | $200/hr Position: Wealth Advisor / Private Client Advisor Type: Contract Location: Remote Commitment: 20–30 hours/week Base pay range: $200.00/hr – $200.00/hr Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust‑based advice. Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value‑driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications Must‑Have 5+ years of experience in wealth management, private banking, or RIA environments. Proven track record managing $20M+ in client assets. Expertise in financial planning, portfolio construction, and client communication. Strong interpersonal and relationship‑building skills with a client‑first mindset. Knowledge of financial planning software, CRM systems, and investment platforms. Preferred CFP, CFA, CPA, or MBA preferred. Application Process (Takes 20–30 mins to complete) Upload resume AI interview based on your resume Submit form Resources & Support For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome For any help or support, reach out to: support@mercor.com Employment type Part‑time Seniority level Not applicable Job function Finance Industries Software Development #J-18808-Ljbffr

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