FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Build, manage, and grow a portfolio of mass affluent client relationships through holistic financial planning, investment advice, and proactive business development
- Partner with Private Wealth, branch, and referral teams to acquire, retain, and deepen relationships with mass affluent households
- Deliver personalized financial advice and investment guidance aligned to clients’ objectives, risk tolerance, and life-stage needs
- Conduct comprehensive discovery and financial planning conversations covering retirement, wealth accumulation, cash flow management, and other client priorities
- Educate clients on investment strategies, portfolio construction, managed solutions, associated risks, and performance expectations
- Deliver proactive service, regular reviews, and ongoing relationship management
- Develop and execute strategies to acquire new assets and deepen wallet share
- Generate new business through client referrals, internal partnerships, and targeted business development activities
- Leverage client migration programs to onboard and develop eligible client relationships
- Identify opportunities to consolidate off-book assets
- Develop and recommend investment strategies using managed solutions, ETFs, mutual funds, individual securities, and other approved wealth management solutions
- Provide holistic financial planning and advice, including retirement planning, tax-efficient investing, budgeting support, and select insurance solutions
- Monitor client portfolios and provide proactive recommendations based on market conditions and client circumstances
- Collaborate with branch, Private Wealth, and specialist partners to deliver integrated client solutions
- Refer clients requiring specialized services such as Private Banking, advanced wealth planning, insurance, trusts, estate planning, or high-net-worth advisory solutions
- Conduct sales and service activities in accordance with regulatory requirements, firm policies, and industry standards
- Maintain accurate client records and documentation
- Protect confidential client and organizational information
- Escalate complex client situations and risk concerns as appropriate
- Support client retention, satisfaction, engagement, referral generation, revenue growth, compliance, and assets-under-management objectives
Requirements
What you’ll need- Typically 5-10 years of relevant investment advisory, wealth management, financial planning, or related experience
- Post-secondary education in business, finance, economics, or a related discipline, or equivalent combination of education and experience
- Experience managing and growing client relationships within the mass affluent or emerging affluent segment is preferred
- Proven track record of business development and relationship growth
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Wealth Management Essentials (WME), or willingness to complete within a specified time frame
- Completion of all applicable continuing education requirements
- Professional Financial Planning (PFP), CFP, or willingness to obtain preferred
- Strong investment and wealth management expertise
- Financial planning and needs-based advisory skills
- Business development and client acquisition capabilities
- Relationship management and networking skills
- Strong communication, presentation, and influence skills
- Analytical and problem-solving abilities
- Data-driven decision-making capability
- Ability to work independently while collaborating effectively across teams
- Strong understanding of regulatory and compliance requirements
Benefits
Comp & perks- Commission structure
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request