Senior Advisor/Lead Advisor, Wealth Management

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Advisor / Lead Advisor, Wealth Management based in Canada.

This is an opportunity to provide sophisticated, client-first financial advice to high and ultra-high net worth clients in a modern, technology-enabled environment. You will guide clients through complex financial decisions, from onboarding and financial planning to investment strategy and ongoing wealth management. The role is fully salaried, with no commission structure or sales targets, allowing you to focus entirely on delivering exceptional client outcomes. You will work with clients whose financial situations may involve corporations, trusts, estates, and other complex considerations. Depending on your experience and professional designations, you will support clients with significant investable assets and take on an appropriate level of responsibility. The role offers the opportunity to challenge traditional wealth management practices while helping shape a more transparent, digital, and client-focused advisory experience.