Wealth Advisor

Direct message the job poster from Talent Edge CEO at Talent Edge | Trusted Partners for Talent Advice About Talent Edge: As trusted Executive & Professional Search partners, Talent Edge brings deep expertise in talent acquisition and advisory across industries. We leverage cutting-edge research and market mapping tools to deliver exceptional candidate matches for our clients. Our talented team prides itself in bringing innovative strategies and a passion for excellence to each and every engagement. About our Client: Our client is a boutique wealth management firm redefining \"holistic wealth advisory\" for successful individuals, families, and business owners. With a full-service ecosystem and a team of seasoned experts, they deliver seamless, integrated strategies tailored to the complex and evolving needs of their clientele. Their innovative approach has fueled rapid growth, positioning them as a highly sought-after platform in the Canadian wealth management space. To build on this momentum, they are expanding their team of Wealth Advisors - offering the opportunity to join a visionary, fast-scaling firm shaping the future of the industry. About this Opportunity: This is a fantastic opportunity for an entrepreneurial Wealth Advisor who wants to take ownership of building their practice within a fast-growing, visionary platform. In this role, you will serve as a trusted partner to high-net-worth individuals, families, and business owners. Your role is to provide strategic guidance and hands-on management across all aspects of wealth, from estate and tax planning to corporate structuring, retirement planning, risk management, insurance, and investments. About the Individual: The ideal Wealth Advisor brings 8+ years of experience in financial planning or a related advisory role, with a strong foundation in both insurance and investment planning. You hold the Chartered Investment Manager (CIM) designation and ideally additional qualifications in financial planning, insurance, or estate planning. Other industry credentials are welcomed as an asset. Beyond credentials, you have an entrepreneurial mindset and are excited by the opportunity to build a significant practice within a platform designed for growth. You thrive in a collaborative, team-oriented environment, while bringing the independence, creativity, and drive of an entrepreneur. You are committed to excellence, persistent in pursuing results, and skilled at delivering your work with clarity, precision, and care. Key attributes that define you include: Strong interpersonal skills and the ability to inspire confidence with clients. Exceptional attention to detail and a proactive, solutions-focused approach. A creative and strategic problem-solver with an entrepreneurial spirit. Self-motivated, persistent, and driven to achieve results with integrity. Commitment to continuous learning, professional excellence, and long-term client impact. Additional Information: This position is structured as an Independent Contractor, and not an employee. Next Steps: If you are interested in applying to this opportunity, reviewing the complete job description, or simply having an introductory conversation to explore if this role is the right fit for you, please click on the ‘Apply’ button. Talent Edge and our client believe in equal opportunity, equity, fairness, and transparency. We celebrate diversity and are committed to creating an inclusive environment for all clients, partners and candidates. If you require any accommodations during the application or interview process, please let us know at All applications are treated with the utmost confidentiality. Your personal information is solely for the purpose of the hiring process and will not be shared or circulated without your consent. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Consulting Industries Financial Services and Insurance Referrals increase your chances of interviewing at Talent Edge by 2x Sign in to set job alerts for “Wealth Management Advisor” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr