Wealth Advisor, Family Office Group - Toronto
1 month ago

Job summary
We're hiring a Wealth Advisor — someone grounded in rigorous financial planning and ready to step into a broader advisory role with families over time.This is a relationship-led position, blending disciplined planning work with the opportunity to develop business thoughtfully and sustainably.
We work with Canadian families who've built something meaningful: entrepreneurs, professionals, and multi-generational wealth creators.
They come to us for clear thinking, steady guidance, and plans designed to help them live well,
- Educate and engage clients through meaningful conversation
- Cultivate centres of influence who value sound judgment
Job description
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