Hybrid Wealth Advisor Role GTA
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 16, 2026
Embrace a fulfilling career as a Wealth Advisor with a focus on relationship building in the Greater Toronto Area. This hybrid position combines remote work with essential branch visits.
In this role, you will be part of a growing Wealth Management team, emphasizing a member-first culture. Your responsibilities will include developing close relationships with branch partners to create referral opportunities, allowing you to tailor your advice based on clients' unique financial needs. The position promotes independence yet supports a collaborative environment.
Key Responsibilities:
• Grow wealth management client portfolio through referral networks
• Strengthen relationships to identify member financial needs
• Deliver customized investment and financial planning strategies
• Conduct regular portfolio reviews for optimal financial outcomes
• Share knowledge on wealth management products and strategies
Requirements:
• 3+ years of relevant advisory experience
In this role, you will be part of a growing Wealth Management team, emphasizing a member-first culture. Your responsibilities will include developing close relationships with branch partners to create referral opportunities, allowing you to tailor your advice based on clients' unique financial needs. The position promotes independence yet supports a collaborative environment.
Key Responsibilities:
• Grow wealth management client portfolio through referral networks
• Strengthen relationships to identify member financial needs
• Deliver customized investment and financial planning strategies
• Conduct regular portfolio reviews for optimal financial outcomes
• Share knowledge on wealth management products and strategies
Requirements:
• 3+ years of relevant advisory experience