Senior Private Client Wealth Advisor

Coleford Investment Management Ltd. was founded in Toronto, Canada in 1989.  For the past 35 years, we have had the privilege of managing the savings of a great number of individuals, charitable organizations, and institutions.  Our longevity has seen us manage relationships that span three decades over four family generations.

Job Description – Senior Private Client Wealth Advisor

Key Responsibilities:

• Build caring client relationships by providing valued advice across a broad range of financial topics.
• Establish and nurture new client relationships through networking, referrals, and ongoing dialogue.
• Understand and consistently apply Coleford’s Conservative, Consistent and Committed long-term investment philosophy.

Day-to-Day Activities:

• Continually engage with clients to develop a clear understanding and appreciation of their objectives, build trust and strengthen relationships.
• Translate client objectives into strategic financial plans linked to portfolio structure.
• Prepare and deliver, on a regular basis, customized progress report presentations to clients to update them on the achievement of their strategic financial plans. 
• Engage in business development activities to identify and attract potential clients.
• Care for our work closely by collaborating with our client service and investment teams to coordinate the management and delivery of comprehensive plans to achieve client financial well-being.
• Where applicable, collaborate with the investment team to create communications to address client specific questions.
• Lead educational sessions for clients and prospects on financial planning and investment management.

Experience/Skills/Knowledge/Attributes

• Experience:
  • Demonstrated success in developing and maintaining client relationships:
    • 10+ years of leading client relationships (Private Client)
    • 15+ years of professional experience
    • Registered advising representative
  • Recognized leader in building community engagement while demonstrating commitment to social responsibility.
  • Understanding financial planning concepts and experience linking them to managing client portfolios.
  • Experience working with small business owners, entrepreneurs
  • Hosting/organizing events, writing informative/thought provoking client-oriented communications.

• Skills/Knowledge
  • Bachelor’s degree in finance, business, or related field; advanced degrees or certifications beneficial.
    • University degree (any discipline)
    • Post graduate degree (nice but not required)
    • Preference given to those with one or more professional designations including CFP, CIM, CPA and/or CFA
  • Strong communicator, with the ability to explain complex financial concepts in an understandable manner.
  • Working knowledge of investing and related concepts.

• Attributes
  • Integrity (will choose the right path even if it’s the difficult one).
  • Works well in small teams with the ability to collaborate to assist clients.
  • Fluent in more than one language is beneficial.

Work Environment

• Flexibility to engage clients in a location or format convenient to them inside or outside Coleford’s Toronto office or via the Internet.
• Coleford’s remote office environment requires team members to work seamlessly and effectively with each other and clients outside the office and switch between in-person and remote work environments as required.

Ownership opportunity

• Strong interest in being an owner of a business  

For consideration, please submit a resume and cover letter to: HR@coleford.ca