Hybrid Family Wealth Advisor | Relationship & Planning Lead

A financial services company in Oakville seeks a Family Wealth Advisor responsible for client relationships, offering advice, and ensuring compliance. The role focuses on client engagement, while administrative tasks are handled by dedicated teams. Strong interpersonal skills and at least 2 years of industry experience are essential. This hybrid position offers commission-based compensation with required travel for client meetings.
#J-18808-Ljbffr