Oct 2, 2014
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Job #947: Account Management

Job Code: #947
Title: Wealth Management Advisor
Date Posted: 07/09/2013
Job Type: Direct Hire
Job Location: Toronto Ontario

Job Description:

       For more than 17 years, Our Client in the wealth management space has been helping individuals and business owners simplify their financial lives and achieve peace of mind. Working with a network of highly skilled professionals, Our Client helps clients earn what they need to achieve their goals, pay as little tax as possible, reduce personal and business risk, and leave a tax-efficient legacy. Our Client has attained the Certified Financial Planner designation, the pre-eminent accreditation for financial planners.

Our Client has spoken at some of Canada’s largest companies on financial issues. His innovative tax strategies for business owners earned Our Client an invitation to speak as keynote speaker at the 2006 annual meeting of the Certified General Accountants (CGA) Public Practice Committee. Our Client and his team have found more than $10,000,000 in tax deductions that business owners didn’t realize they had. For many years, Our Client also hosts a popular radio Show. They are located near most major highways and are looking for individuals to join their team.

Our client is looking for a partner to come in and assist in managing a portfolio of client assets for one of our senior partners. This is a great opportunity for someone who currently has a book of business that is looking for more stability and an opportunity to grow.

The right candidate will have:

·         A current book of business of $15million under management or more

·         Is looking to work for a more independent brokerage firm

·         Is less than 5 years in the business

·         Has all the required industry designations

If this sounds like you, apply today.

PLID: 2225