Wealth Management Advisor – High Net Worth
1 week ago
Wealth Management Advisor – High Net Worth 1 day ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr Direct message the job poster from Mercor About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week 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 minutes 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 PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. #J-18808-Ljbffr
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Wealth Advisor
4 weeks ago
Saskatoon, Canada Scotiabank Global Site Full timeA leading international bank is seeking candidates for its Wealth Advisor Development Program in Saskatoon, Canada. This role involves supporting high net-worth clients by offering trusted advice and personalized total wealth solutions. Ideal candidates have a passion for client engagement, sales experience, and strong communication skills. The program...
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Toronto, Canada RBC Dominion Securities Full timeA leading financial services firm in Toronto is seeking an Investment Advisor to build and maintain relationships with high-net-worth clients. The role includes leveraging extensive wealth management resources to create customized financial plans. Ideal candidates will have 4-6 years of sales experience and a passion for financial advising. This position...
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Toronto, Canada RBC Dominion Securities Full timeA leading financial services firm in Toronto is seeking an Investment Advisor to build and maintain relationships with high-net-worth clients. The role includes leveraging extensive wealth management resources to create customized financial plans. Ideal candidates will have 4-6 years of sales experience and a passion for financial advising. This position...
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Toronto, Canada RBC Dominion Securities Full timeA leading financial services firm in Toronto is seeking an Investment Advisor to build and maintain relationships with high-net-worth clients. The role includes leveraging extensive wealth management resources to create customized financial plans. Ideal candidates will have 4-6 years of sales experience and a passion for financial advising. This position...
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High‑Net‑Worth Wealth Advisor — Commission Based
3 weeks ago
Vancouver, Canada RBC Dominion Securities Full timeA leading financial services firm in Metro Vancouver is seeking an Investment Advisor to build and manage client relationships with high-net-worth individuals. Candidates should have 4-6 years of outbound sales experience and a strong background in financial planning. This full-time role offers an opportunity to create customized wealth plans and leverage...
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High‑Net‑Worth Wealth Advisor — Commission Based
3 weeks ago
Vancouver, Canada RBC Dominion Securities Full timeA leading financial services firm in Metro Vancouver is seeking an Investment Advisor to build and manage client relationships with high-net-worth individuals. Candidates should have 4-6 years of outbound sales experience and a strong background in financial planning. This full-time role offers an opportunity to create customized wealth plans and leverage...
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Saskatoon, Canada Scotiabank Full timeA leading financial institution in Canada is seeking a Wealth Advisor to support high-net-worth clients with personalized wealth solutions. The role emphasizes client engagement, relationship building, and aids in career development through a structured training program. Ideal candidates have 3-5 years of business experience and strong communication skills....
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Toronto, Canada Richardson GMP Ltd. Full timeA leading Canadian wealth management organization is seeking an Associate Wealth Planner to support Investment Advisors in preparing financial plans for high-net-worth clients. The role involves direct client interaction, developing financial projections, and ensuring the accuracy of wealth plans. Candidates should have 3-5 years of experience in...
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Toronto, Canada Richardson GMP Ltd. Full timeA leading Canadian wealth management organization is seeking an Associate Wealth Planner to support Investment Advisors in preparing financial plans for high-net-worth clients. The role involves direct client interaction, developing financial projections, and ensuring the accuracy of wealth plans. Candidates should have 3-5 years of experience in...
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Toronto, Canada Richardson GMP Ltd. Full timeA leading Canadian wealth management organization is seeking an Associate Wealth Planner to support Investment Advisors in preparing financial plans for high-net-worth clients. The role involves direct client interaction, developing financial projections, and ensuring the accuracy of wealth plans. Candidates should have 3-5 years of experience in...
