Job Description
Who We Are
Bellwether is a hand-picked team of skilled Family Wealth Advisors , experienced Portfolio Managers, and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.
At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.
We are a value-based organization with the following core beliefs:
All in
Clients come first
Trust is earned
One Team
Innovation answers uncertainty
Discipline delivers results
We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.
Job Summary
The Family Wealth Advisor is accountable for the overall client relationship, including ongoing advice, planning, and regulatory compliance. Importantly, many responsibilities that would typically fall to the advisor at other firms — including portfolio implementation, trading oversight, performance reporting, and day-to-day account administration — are supported by dedicated Portfolio Managers and Portfolio Administrators. This team-based structure significantly reduces administrative burden and non-revenue-generating tasks, allowing the Family Wealth Advisor to focus the majority of their time on client-facing activities, relationship development, and strategic wealth planning. The ideal candidate is highly client-centric, possesses excellent interpersonal skills, and can effectively prioritize and manage their time within a collaborative team environment.
Key Responsibilities
Business Development & Client Engagement
Take the lead in proactively engaging new and existing customers by conducting needs‑based assessments to grow loyalty and identify immediate and future opportunities.
Identify and capitalize on opportunities for business growth and expansion within existing client relationships.
Implement business‑development strategies to acquire new clients, including outbound calling campaigns and cultivating referrals.
Engage prospects and clients through outreach, appointment generation, and building strong relationships within the community.
Identify opportunities during client conversations to generate referrals for personal and commercial banking solutions, including lending and investment products.
Support the achievement of asset growth targets by contributing to overall business‑growth objectives.
Client Relationship Management
Develop strong, trust‑based relationships with clients.
Develop and implement relationship‑management plans tailored to client needs.
Review client portfolios and understand their financial goals and needs.
Maintain consistent communication, follow up on action items, and provide timely updates to clients on their portfolios.
Understand clients' financial situations, risk tolerance, and long-term objectives.
Complete and review the financial plans to ensure they are following the roadmap as agreed upon and adjust accordingly.
Follow the Bellwether Way to support process consistency and enhance the client experience.
Qualifications
Strong computer skills including Microsoft Office suite, CRM software, portfolio management and accounting software.
Knowledge and application of AML procedures. Past training an asset.
Must be a current holder or be willing to obtain the Chartered Investment Manager (CIM) or Certified Financial Analyst Level 1 (CFA).
Have at least 2 years of qualified industry experience.
Current registration as an Associate Advising Representative (AAR) or an Advising Representative (AR) is an asset.
Other industry or courses in financial services or investment management would be an asset.
Collaborative spirit and comfortable working both in a team environment & on individually assigned tasks.
Quick learner with a thirst for knowledge who excels in a fast paced, quick-change environment.
Post-Secondary education in business is an asset.
Compensation & Working conditions
Compensation will be commission-based.
This is a hybrid role which will report into our Oakville office.
Some travel is required in this role to attend client and prospect meetings.
AI Statement
Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.
Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.
Job Types: Full-time, Permanent
Benefits:
Dental care
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Work Location: Hybrid remote in Oakville, ON L6J 7T5
Bellwether is a hand-picked team of skilled Family Wealth Advisors , experienced Portfolio Managers, and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.
At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.
We are a value-based organization with the following core beliefs:
All in
Clients come first
Trust is earned
One Team
Innovation answers uncertainty
Discipline delivers results
We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.
Job Summary
The Family Wealth Advisor is accountable for the overall client relationship, including ongoing advice, planning, and regulatory compliance. Importantly, many responsibilities that would typically fall to the advisor at other firms — including portfolio implementation, trading oversight, performance reporting, and day-to-day account administration — are supported by dedicated Portfolio Managers and Portfolio Administrators. This team-based structure significantly reduces administrative burden and non-revenue-generating tasks, allowing the Family Wealth Advisor to focus the majority of their time on client-facing activities, relationship development, and strategic wealth planning. The ideal candidate is highly client-centric, possesses excellent interpersonal skills, and can effectively prioritize and manage their time within a collaborative team environment.
Key Responsibilities
Business Development & Client Engagement
Take the lead in proactively engaging new and existing customers by conducting needs‑based assessments to grow loyalty and identify immediate and future opportunities.
Identify and capitalize on opportunities for business growth and expansion within existing client relationships.
Implement business‑development strategies to acquire new clients, including outbound calling campaigns and cultivating referrals.
Engage prospects and clients through outreach, appointment generation, and building strong relationships within the community.
Identify opportunities during client conversations to generate referrals for personal and commercial banking solutions, including lending and investment products.
Support the achievement of asset growth targets by contributing to overall business‑growth objectives.
Client Relationship Management
Develop strong, trust‑based relationships with clients.
Develop and implement relationship‑management plans tailored to client needs.
Review client portfolios and understand their financial goals and needs.
Maintain consistent communication, follow up on action items, and provide timely updates to clients on their portfolios.
Understand clients' financial situations, risk tolerance, and long-term objectives.
Complete and review the financial plans to ensure they are following the roadmap as agreed upon and adjust accordingly.
Follow the Bellwether Way to support process consistency and enhance the client experience.
Qualifications
Strong computer skills including Microsoft Office suite, CRM software, portfolio management and accounting software.
Knowledge and application of AML procedures. Past training an asset.
Must be a current holder or be willing to obtain the Chartered Investment Manager (CIM) or Certified Financial Analyst Level 1 (CFA).
Have at least 2 years of qualified industry experience.
Current registration as an Associate Advising Representative (AAR) or an Advising Representative (AR) is an asset.
Other industry or courses in financial services or investment management would be an asset.
Collaborative spirit and comfortable working both in a team environment & on individually assigned tasks.
Quick learner with a thirst for knowledge who excels in a fast paced, quick-change environment.
Post-Secondary education in business is an asset.
Compensation & Working conditions
Compensation will be commission-based.
This is a hybrid role which will report into our Oakville office.
Some travel is required in this role to attend client and prospect meetings.
AI Statement
Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.
Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.
Job Types: Full-time, Permanent
Benefits:
Dental care
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Work Location: Hybrid remote in Oakville, ON L6J 7T5
💡 Quick Summary
Seeking a career-building opportunity? The Family Wealth Advisor position is now open for candidates interested in the Finance sector. This role in Oakville offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
