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Family Wealth Advisor
Remote / Online - Candidates ideally in
Oakville, Ontario, B8B, Canada
Listed on 2026-03-12
Oakville, Ontario, B8B, Canada
Listing for:
Bellwether Investment Management
Full Time, Remote/Work from Home
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Oakville is seeking a Family Wealth Advisor to manage client relationships and provide tailored financial advice. The role involves collaborating with Portfolio Managers to handle administrative tasks while focusing on client engagement and business development. Candidates should have strong interpersonal skills and at least 2 years of industry experience. This hybrid role includes advisory responsibilities and requires good computer skills, along with the willingness to obtain necessary certifications.
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