Senior Wealth Advisor

Job summary

Build and maintain client relationships, develop personalized financial plans, and identify investment, retirement, insurance, tax, and estate planning needs. Coordinate recommendations with advisory specialists, grow the practice through referrals and community involvement, and maintain accurate records while meeting regulatory requirements.

Job details

Senior Wealth Advisor Larouche Private Wealth Management Location: Timmins and surrounding communities About the opportunity Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing comprehensive advice that connects investments, retirement, tax, insurance and estate planning. We believe that doing the right thing for clients creates lasting relationships and long-term success. We’re looking for someone who shares that philosophy and enjoys working collaboratively. Your role Build and maintain strong client relationships through personalized advice and ongoing service. Develop and implement comprehensive financial plans tailored to clients’ goals. Identify investment, retirement, insurance, tax and estate planning needs. Work with our advisory team and specialists to coordinate planning recommendations. Grow your practice through referrals, professional relationships and community involvement. Maintain accurate client records and meet applicable regulatory and compliance requirements. Qualifications Bachelor’s degree, preferably in finance, business, economics or a related field. Five or more years of experience in wealth management or financial planning. Certified Financial Planner (CFP) designation, or willingness to pursue and obtain it. Current mutual fund licence and the qualifications required to offer exchange-traded funds (ETFs). Current life insurance licence. Strong communication, relationship-building and organizational skills. A commitment to ethical advice, exceptional service and teamwork Bring your practice or plan your succession You’ve worked hard to build your practice and earn your clients’ trust. We offer a competitive compensation package for advisors bringing an existing book of business to our team, tailored to the value of your practice and your transition goals. Our qualified advisory and administrative staff will assist with onboarding, account transfers and client communication, helping you and your clients make a smooth transition. Whether you want to continue growing your practice or plan a gradual succession, we’re open to flexible arrangements, including purchasing your book of business. Our focus is on preserving the relationships you’ve built and giving you confidence that your clients will remain in capable, caring hands. Why join our team? A collaborative practice focused on comprehensive financial planning. The opportunity to serve established and growing client relationships across Northern Ontario. Support from an experienced advisory and administrative team. Opportunities to contribute to the growth and future direction of the practice. How to apply Submit your resume and a brief introduction outlining your experience, qualifications and interest in joining Larouche Private Wealth Management. All inquiries and applications will be treated confidentially.

What you’ll do

Build and maintain client relationships, develop personalized financial plans, and identify investment, retirement, insurance, tax, and estate planning needs. Coordinate recommendations with advisory specialists, grow the practice through referrals and community involvement, and maintain accurate records while meeting regulatory requirements.

Requirements

A bachelor’s degree, preferably in a relevant field, and at least five years of wealth management or financial planning experience are sought. Candidates need a CFP designation or willingness to obtain it, a current mutual fund licence and ETF qualifications, a current life insurance licence, and strong communication, relationship-building, organizational, ethical, and teamwork skills.

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• Organization · Preferred
• Regulatory Compliance · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Client Relationship Management · Preferred
• Relationship Building · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Financial Planning
• Investment Planning
• Retirement Planning
• Insurance Planning
• Tax Planning
• Estate Planning
• Communication
• Relationship Building
• Organization
• Teamwork
• Regulatory Compliance
• Business Development
• Referral Networking
• Client Service

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership