Wealth Management Advisor

 

Wealth Management Advisor

Halifax, Nova Scotia
Reference # HL-12993

Are you a Wealth Management Advisor with an established book of business looking to wind down in your career? We have a unique opportunity with a successful team in a bank-owned wealth management firm considered to be a market leader. Our client is looking to bring an established Wealth Management Advisor onto their team. This would be a great opportunity to work with a well-respected group and to transition clients to a team that will provide exceptional financial service for years to come.

The Wealth Management Advisor will be responsible to prepare and interpret investment reports, financial documents and income projections for clients; recommend various financial products, strategies in cash management and investment planning; review clients’ accounts and plans regularly to determine need for reassessment; monitor financial market trends; manage client portfolios to help clients achieve their financial goals.

If you are interested in speaking about this unique opportunity, reach out to us.

To express interest in this opportunity please apply online by clicking “Apply Now” below:

For more information contact Heather Labucki, Partner, or Sara Morey, Consultant, at smorey@kbrs.ca or 902.424.1117.

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