Wealth Management Advisor

We are looking for a passionate, experienced Wealth Management Advisor to join our Vanguard team! As a Wealth Management Advisor, you’ll be responsible for providing comprehensive financial advice to our high-net-worth clients. You’ll craft tailored wealth management strategies and lead them through the process of building their financial plans. To be successful in this role, you should have excellent communication and customer service skills, as well as a strong understanding of the financial industry and related regulations. Furthermore, you should have a deep commitment to helping our clients achieve their financial goals. If you’re eager to join a dynamic team and have the qualifications we’re looking for, we’d love to hear from you!

Responsibilities:

1. Develop customized wealth management strategies to meet the individual needs of high-net-worth clients.
2. Provide comprehensive financial advice to clients in order to help them achieve their financial goals.
3. Lead clients through the process of building their financial plans.
4. Act as a point of contact for clients to answer questions or provide updates on their plans.
5. Monitor and evaluate the performance of clients’ investments.
6. Stay up-to-date with changes in the financial industry and related regulations.
7. Provide exceptional customer service by responding to client inquiries in a timely and professional manner.
8. Assist in the onboarding of new clients and the preparation of necessary documents.
9. Develop relationships with potential clients and industry contacts.
10. Contribute to the overall success of the Vanguard team.

According to JobzMall, the average salary range for a Wealth Management Advisor in Toronto, ON, Canada is $50,000 - $90,000 CAD per year. This range can vary depending on the individual's qualifications, experience, and the company they work for.

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.