Senior Family & Business Wealth Consultant

  • Senior Family & Business Wealth Consultant

    Senior Family & Business Wealth Consultant 
    Our client, a leader in the financial space, has partnered with Jordan Taylor of Lock Search Group to assist them in their search for Family & Business Wealth Professional to join their team in Winnipeg, MB. 

    • Comprehensive planning, including the integration of additional professionals to aid in the acquisition of new clients 
    • Identify planning opportunities by engaging with clients and prospects while undertaking a high-level analysis to develop solid understanding of needs
    • Work closely with leaders to create awareness and promote services 
    • Contribute to the generation of new ideas to empower team members and encompass meaningful relationships 
    • Manage and evolve local relationships with external professionals and attract them as part of the planning process
    • Proactively participate in development and learning activities as well as team performance achievements
    • Foster positive working relationships with internal and external parties
    • 10 years’ success in delivering solid planning solutions to high net worth clientele 
    • University degree with professional designation (CPA, CA, CMA, CGA, LLB)
    • CICA Tax Courses and Life Insurance license preferred but not required  
    • Family Enterprise Advisor Program and Canadian Securities Course considered valuable assets
    Interested? Submit your resume to Jordan Taylor using the "Apply" button or email with “Family & Business Wealth Consultant” in the subject line.  

    Please note that while we thank all applicants, only those considered will be contacted.