Wealth Advisor

Location: Greater Toronto Area (GTA), Ontario | Hybrid, ocassioanal onsite visits to 2 branch locations

Language: Excellent written and verbal communication skills in English required

Background Check Requirement: Successful completion of a criminal background check, credit check (minimum Beacon score of 600).
Salary: $60,000 base salary + comission +  bonus

 

About the Opportunity

Our client, a values-driven financial services organization, is seeking a relationship-focused Wealth Advisor to join their growing Wealth Management team. This is an exciting opportunity for a sales-minded advisor who thrives on building trust, growing client relationships, and helping individuals achieve their long-term financial goals.

In this role, you'll partner closely with retail branch teams to support members with investment, retirement, and financial planning solutions. With access to warm referral opportunities and a highly collaborative environment, you'll have the opportunity to build your own portfolio while making a meaningful impact on the financial well-being of members and their families.

What's in it for You

• Competitive compensation package including base salary, bonus opportunities, pension, and benefits
• Warm referral pipeline through established branch partnerships
• High earning potential with top performers earning $200,000+
• A member-first culture focused on ethical advice and long-term relationships
• Growing team environment with strong leadership support and mentorship
• Flexibility to work independently while building your presence within assigned branches

Your Responsibilities

• You'll build and grow a portfolio of wealth management clients through branch referrals, networking, and business development activities.
• You'll develop strong relationships with branch partners to generate referral opportunities and identify member needs.
• You'll provide investment, retirement, estate, and financial planning advice tailored to each client's goals.
• You'll conduct portfolio reviews and asset consolidation strategies to help clients maximize their financial outcomes.
• You'll leverage Centres of Influence (COIs), professional networks, and referrals to attract new business.
• You'll educate members and branch partners on wealth management solutions, investment products, and planning strategies.

Skills and Qualifications

• 3+ years of experience in wealth management, investment sales, financial planning, or a related advisory role
• Completion of CSC, CPH, and WME, with current registration as an Investment Representative (CIRO)
• CFP or PFP designation preferred; CIM or CFA considered an asset
• Demonstrated success in asset gathering, business development, and client acquisition
• Experience working with ETFs and fee-based investment solutions
• Strong relationship-building, communication, and presentation skills
• A proactive, sales-driven approach with the ability to build trust and influence clients

Note from the Hiring Manager

"We're looking for someone who can build genuine relationships, earn trust quickly, and confidently grow a book of business. The right person is a strong communicator, naturally curious, and motivated by helping members make the best financial decisions for themselves and their families."

Why Partner with Altis

If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

 

 

 

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.