Lead Advisor, Wealth Management

Lead Advisor, Wealth Management is a full‑time remote role in Canada focused on serving high‑net‑worth clients ($2 million+). The position is salaried with no commission, evaluating performance on client experience. Responsibilities include onboarding, financial planning, investment proposals, proactive account service, and communication via phone, video, or in‑person meetings. Candidates must hold CFP or IQFP and CIM or CFA designations, have 8+ years in wealth management with HNW/UHNW clients, and demonstrate strong financial planning, client service, and communication skills.

Key details

• Salaried role with no commission structure
• Requires CFP or IQFP and CIM or CFA designations
• 8+ years experience with high‑net‑worth clients
• Focus on client experience and onboarding
• Remote (Canada)