Join our dynamic team at Chamberlain Wealth Management, where your experience shapes our future.
What your role will be...
As a Senior Financial Advisor, you will be pivotal in guiding our clients through their financial journeys while directly contributing to the growth of our firm. At Chamberlain Wealth, you’re not just managing wealth—you’re building lasting relationships and becoming a trusted advisor to our clients.
What you’ll be doing…
- Proactively engage with clients to understand their financial needs and provide tailored, strategic advice to help them achieve their financial goals.
- Utilize your expertise in investments to manage and grow a robust client portfolio, focusing on both existing clients and new acquisitions from our recent firm integrations.
- Play a key role in the seamless integration of clients from newly acquired advisory firms, ensuring a smooth transition and maintaining high client satisfaction.
- Leverage your strong network and exceptional client service skills to expand our client base through business development activities and personalized financial solutions.
- Collaborate with a team of professionals committed to a culture of learning, development, and ethical financial practices.
What you need to succeed…
- A minimum of 5 years of experience as a financial advisor, preferably within a major banking institution.
- Proven track record of managing client investments and successfully growing a financial book of business.
- Relevant professional designations (CFP®, CIM®, CLU, etc.) and a university degree in Finance, Business, or a related field.
- Strong interpersonal and networking skills, with the ability to foster relationships and attract new clients.
- Excellent knowledge of financial planning, investment strategies, and market theory.
- Licenses: Mutual Funds & Life insurance
What we’re offering…
- A competitive salary range of $75,000 - $135,000, commensurate with experience and business capabilities.
- Comprehensive benefits package including health, dental, and vision coverage, and a generous retirement savings plan.
- A dynamic work environment that supports your professional development and acknowledges your achievements.
- Opportunities for career advancement within a growing company with a clear vision for the future.
- Access to cutting-edge tools and resources to support your advisory services and client management.
- A cutting-edge office space, complete with executive offices for our advisors and the latest technology.
At Chamberlain Wealth Management, we are committed to fostering an inclusive environment where all advisors thrive. We believe in rewarding dedication, performance, and integrity. Here, your growth is encouraged, and your success is celebrated.
Join us and help shape the financial futures of our clients while we support you in achieving your own career goals. Apply today to become a part of our distinguished team.
Job Type: Full-time
Pay: $75,000.00-$135,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
Schedule:
Education:
- Bachelor's Degree (required)
Experience:
- Financial services: 5 years (required)
Work Location: In person
