The Wealth Strategist will work closely with Canadian and US leadership to deliver expert cross-border financial planning and wealth transfer solutions for high-net-worth clients
Job Summary
The Wealth Strategist will work closely with Canadian and US leadership to deliver expert cross-border financial planning and wealth transfer solutions for high-net-worth clients.
This role includes developing original thought leadership content, conducting training sessions, and supporting Financial Advisors to enhance client experience and asset gathering.
Employees benefit from a comprehensive Total Rewards Program, flexible work/life balance options, and opportunities for professional growth within a dynamic and collaborative team environment.
Matching Summary
The Wealth Strategist will work closely with Canadian and US leadership to deliver expert cross-border financial planning and wealth transfer solutions for high-net-worth clients.
Salary
Base: $90,000-$160,000; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including bonuses, flexible benefits, 401(k) matching, health, dental, vision, life, disability insurance, and paid time off