Company Description Sylvain Morin & Associates partners with IG Private Wealth Management Inc. to support clients through major life transitions such as retirement, career changes, and the sale of privately owned businesses. The firm focuses on helping individuals and families navigate financial complexity with clarity and confidence. By leveraging IG Wealth Management’s robust platform, tools, and investment solutions, the team delivers comprehensive advice tailored to each client’s unique situation. The practice emphasizes long-term relationships, disciplined planning, and a client-centered approach to wealth management.
Role Description The Senior Wealth Advisor is a full-time, on-site role based in Halifax, NS. The individual in this role will provide holistic financial and retirement planning advice, build and maintain client relationships, and develop customized strategies to help clients achieve their long-term goals. Day-to-day responsibilities include conducting discovery meetings, analyzing financial information, preparing and presenting wealth plans, and recommending appropriate investment and insurance solutions. The Senior Wealth Advisor will monitor client portfolios, adjust strategies as needed, ensure regulatory compliance, and collaborate with internal partners to deliver integrated wealth management services. This role also involves business development activities such as networking, prospecting, and participating in community events to expand the client base.
As a key member of one of the leading IG Private Wealth Management practices in Atlantic Canada, you will have the opportunity to thrive in an entrepreneurial environment with an established and successful practice that provides support, encourages personal growth, and fosters a high standard of excellence.
Qualifications
- Strong Financial Planning and Retirement Planning skills, with the ability to design comprehensive plans for complex client situations.
- Expertise in Investments and Finance, including portfolio construction, risk management, and capital markets knowledge.
- Experience providing integrated Wealth Management Services, including tax-aware strategies, estate planning coordination, and cash flow management.
- Relevant professional designations (e.g., CFP, PFP, CIM) and a post-secondary degree in finance, business, economics, or a related field.
- Proven experience in an advisory or client-facing financial services role, with a track record of building and retaining client relationships.
- Excellent communication, interpersonal, and presentation skills, with the ability to explain complex concepts in clear, accessible terms.
- Strong ethical standards, attention to detail, and familiarity with regulatory and compliance requirements in the financial services industry.
- Demonstrated ability to work independently, manage multiple priorities, and contribute to a collaborative team environment.
