Remote Private Wealth Advisor for HNW Clients

3 weeks ago

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

A financial services company is seeking a Wealth Advisor to manage relationships with high-net-worth clients. This remote position requires over 5 years of experience in wealth management and a proven track record of managing substantial client assets. The role encompasses developing financial plans, conducting portfolio reviews, and collaborating with teams to leverage technology in client service. Competitive compensation of $200/hour and flexible commitment of 20-30 hours per week are offered.
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