Financial Advisor Expert

4 days ago


Ottawa, Ontario, Canada Pivot + Edge Full time
About Pivot + Edge

Pivot + Edge is a dynamic wealth management firm dedicated to providing exceptional service and expertise to high-net-worth individuals and families. Our team of experienced professionals develops comprehensive financial plans tailored to meet the unique needs and goals of each client.

We are seeking a skilled and results-driven Wealth Management Advisor to join our team. In this role, you will be responsible for building long-term relationships with clients, identifying their financial goals and objectives, and developing customized financial plans to help them achieve those goals.

The ideal candidate will have experience in financial planning, investment advice, relationship building, and servicing and managing client needs. You will also possess excellent communication and marketing skills, with the ability to work independently with little supervision.

About the Role:

This is an exciting opportunity to join a leading wealth management firm and contribute to the growth and success of our team. As a Wealth Management Advisor, you will be responsible for creating business plans, designing and delivering financial plans of varying complexity, and making client-focused, value-added recommendations.

You will also be required to identify prospects' financial goals and objectives, develop and monitor clients' financial plans and investment policy statements, and communicate regularly with clients to ensure their needs are being met.

Benefits:

  • Competitive compensation package, including an initial salary plus incentives
  • Benefits package that includes health and dental care, disability insurance, employee assistance program, extended health care and life insurance, course/tuition reimbursement, and complimentary parking
  • Opportunity to work with a talented team of professionals dedicated to excellence in wealth management
  • Professional development opportunities to enhance your skills and knowledge

Requirements:

  • Strong oral and written English communication skills
  • Ability to work independently with little supervision
  • Effective marketing skills to promote yourself and the firm's services
  • Proficient in Microsoft Excel and Word
  • CFP and 1st level CFA or CIM designation required; Associate Portfolio Management designation and CIRO registration an asset
  • AR or AAR registration with the OSC an asset

What We Offer:

  • Dynamic and supportive work environment
  • Opportunities for professional growth and development
  • Competitive compensation package
  • Benefits package that includes health and dental care, disability insurance, employee assistance program, extended health care and life insurance, course/tuition reimbursement, and complimentary parking


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