First seen by our source: 3 hours ago
Senior Wealth Advisor
@ IG Private Wealth Management - Larouche Private Wealth Management
Timmins, Ontario
Overview
Larouche Private Wealth Management is hiring a Senior Wealth Advisor in Timmins and surrounding communities to serve families, business owners and professionals across Northern Ontario. The role covers comprehensive financial planning across investments, retirement, tax, insurance and estate, plus a flexible path for advisors bringing or transitioning an existing book of business. Compensation is described as competitive and tailored to the value of the practice.
Responsibilities:
- Build and maintain client relationships through personalized advice
- Develop and implement comprehensive financial plans
- Identify investment, retirement, insurance, tax and estate needs
- Coordinate recommendations with advisory team and specialists
- Grow practice through referrals and community involvement
Requirements summary:
- Bachelor's degree, preferably in finance, business or economics
- Five or more years in wealth management or financial planning
- CFP designation or willingness to obtain it
- Current mutual fund licence and ETF qualifications
- Current life insurance licence
- Strong communication and relationship-building skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | CFP, mutual fund licence, ETF qualifications, life insurance licence |
| Education | Bachelor’s degree (preferred) |
| Fields of study | finance, business, economics |
| Perks mentioned | Flexible hours |
Summary and details written by AI from the posting; the employer’s posting is the authority.
IG Private Wealth Management - Larouche Private Wealth Management
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Senior Wealth Advisor
Larouche Private Wealth Management
Location: Timmins and surrounding communities
About the opportunity
Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing comprehensive advice that connects investments, retirement, tax, insurance and estate planning.
We believe that doing the right thing for clients creates lasting relationships and long-term success. We’re looking for someone who shares that philosophy and enjoys working collaboratively.
Your role
- Build and maintain strong client relationships through personalized advice and ongoing service.
- Develop and implement comprehensive financial plans tailored to clients’ goals.
- Identify investment, retirement, insurance, tax and estate planning needs.
- Work with our advisory team and specialists to coordinate planning recommendations.
- Grow your practice through referrals, professional relationships and community involvement.
- Maintain accurate client records and meet applicable regulatory and compliance requirements.
Qualifications
- Bachelor’s degree, preferably in finance, business, economics or a related field.
- Five or more years of experience in wealth management or financial planning.
- Certified Financial Planner (CFP) designation, or willingness to pursue and obtain it.
- Current mutual fund licence and the qualifications required to offer exchange-traded funds (ETFs).
- Current life insurance licence.
- Strong communication, relationship-building and organizational skills.
- A commitment to ethical advice, exceptional service and teamwork
Bring your practice or plan your succession
You’ve worked hard to build your practice and earn your clients’ trust. We offer a competitive compensation package for advisors bringing an existing book of business to our team, tailored to the value of your practice and your transition goals.
Our qualified advisory and administrative staff will assist with onboarding, account transfers and client communication, helping you and your clients make a smooth transition.
Whether you want to continue growing your practice or plan a gradual succession, we’re open to flexible arrangements, including purchasing your book of business. Our focus is on preserving the relationships you’ve built and giving you confidence that your clients will remain in capable, caring hands.
Why join our team?
- A collaborative practice focused on comprehensive financial planning.
- The opportunity to serve established and growing client relationships across Northern Ontario.
- Support from an experienced advisory and administrative team.
- Opportunities to contribute to the growth and future direction of the practice.
How to apply
Submit your resume and a brief introduction outlining your experience, qualifications and interest in joining Larouche Private Wealth Management.
- All inquiries and applications will be treated confidentially.
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