Private Wealth Advisor

IP Private Wealth is a Wealth Management Firm located in Ottawa, Ontario providing Investment and Financial Planning services to high-net-worth Canadian families over the past 15 years. We are expanding and looking for professionals to join our team.

We invite you to become a part of this exciting entrepreneurial firm which will provide you professional challenges and growth opportunities.

Scope:

As a candidate for the Wealth Management Advisor position, you would be part of a dynamic, highly experienced wealth management team. You would develop your client base and build out those relationships using our IP 360 process.

The successful candidate would join our team to market and provide expert advice and solutions around financial planning – which may include, risk tolerance assessments, investment policy statements preparation, financial management, tax, estate, risk management and retirement planning.

The ideal candidate is currently in the wealth management industry managing at least $50 million in assets either on their own or with a team and is currently looking to grow and advance more rapidly through our processes, systems, administration assistant support, leading edge technology, mentoring and our entrepreneurial culture.

Benefits:

• Health and Dental care
• Disability insurance
• Employee assistance program
• Extended health care and Life insurance
• Course/Tuition reimbursement upon successful completion
• Complimentary parking
• Business dress code, casual Fridays
• Vacation

This opportunity is right for you if:

You are a self-motivated, confident individual who has a passion for helping people, is experienced in wealth management and understands the value it provides to Canadian families. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.

You enjoy cultivating relationships and business development. You do not hesitate to connect with others and can build an authentic network. You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, valued-added recommendations.

You have a genuine desire to improve the financial outcomes for your clients and have experience successfully advising on retirement planning, cash flow management, tax planning, insurance, and estate planning.

You like to work in an entrepreneurial culture with the freedom to develop and a drive to succeed.

Essential Functions:

• Candidate will be required to create a business plan.
• Design and deliver financial plans of varying complexity that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design.
• This position requires an energetic, ambitious, and driven investment professional.
• The successful candidate must have a meticulous attention to detail, possess a positive attitude, excel at critical thinking, and have superior organizational skills with a passion for helping others reach their goals, and
• Make the client’s interest a priority.

Skills and knowledge:

• Strong oral and written English communication skills.
• Ability to work independently with little supervision.
• Effective marketing skills to promote yourself and the firm’s services.
• Proficient in Microsoft Excel and Word
• Identify prospects financial goals and objectives.
• Develop and monitor client’s financial plans and investment policy statements with ongoing communication.

Experience in:

• Financial planning
• Investment advice
• Relationship building
• Servicing and managing client needs.
• Business Development

Education and Licensing:

• CFP and 1st level CFA or CIM required,
• Associate Portfolio Management designation and CIRO registration is an asset.
• AR or AAR registration with the OSC is a definite asset.

Schedule:

• 7.5 hours work day
• Office hours are 8am to 4:30pm Monday to Friday
• Optional hybrid work schedule: 4 days in office, 1 designated day working from home

Compensation:

• Initial Salary plus incentives
• A compensation structure that rewards growing and maintaining your client base after certain milestones.

IP Private Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.