Wealth Consultant II (Mississauga)

Job Summary

Wealth Consultant II – responsible for providing ongoing professional planning advice on complex strategies to branch teams and high‑net‑worth clients.

Responsibilities

• Develop solution-based wealth planning strategies for high‑net‑worth clients with complex needs using a team approach.
• Personalize strategies around issues affecting affluent clients, including pension plans, holding companies, and charitable donations.
• Simplify complex strategies for branch teams and clients.
• Communicate with financial advisors and clients to gain understanding of client needs, assist in documenting client goals, articulate investment strategy and recommendations, identify expertise needed, and build relationships.
• Contribute to division objectives, projects, and initiatives to better serve branch teams and high‑net‑worth clients.
• Provide support to senior wealth strategists in preparation of client deliverable...