Senior Wealth Advisor

Job Description

<p><p><b>Company Description</b></p> <p>Tall Oak Capital Advisors is a London, Ontario based wealth management firm catering to physicians, agricultural families and multi-generational family enterprises. We specialize in delivering personalized and comprehensive financial advice. Our experienced team guides clients through wealth management, investments, and business growth strategies. We are committed to helping our clients prepare for the future, grow their financial portfolio, and preserve their legacy.</p> <p><b>Role Description</b></p> <p>This is a full-time, on-site role based in London, ON, for a Senior Wealth Advisor. The Senior Wealth Advisor will work closely with clients to develop and implement customized wealth management strategies. Responsibilities include conducting financial and retirement planning, managing investment portfolios, and providing expert advice on wealth preservation and growth. The role requires a hands‑on and consultative approach to deliver exceptional service and help clients achieve their financial goals.</p> <p><b>Qualifications</b></p> <ul> <li>Strong background in Financial Planning and Retirement Planning</li> <li>Expertise in Investments and Finance with proven ability to develop tailored financial solutions</li> <li>Comprehensive knowledge and experience in Wealth Management Services</li> <li>Excellent interpersonal and communication skills to build and maintain client relationships</li> <li>Relevant certifications such as CFP, CFA, or equivalent are highly desirable</li> <li>Ability to work collaboratively within a team and independently with a client‑focused approach</li> <li>Bachelor’s degree in Finance, Economics, Business, or a related field</li> <li>Knowledge of financial markets and products, with the ability to interpret and analyze data effectively</li> </ul> <h3>Seniority level</h3> <ul> <li>Mid‑Senior level</li> </ul> <h3>Employment type</h3> <ul> <li>Full‑time</li> </ul> <h3>Job function</h3> <ul> <li>Finance and Sales</li> </ul></p>
#J-18808-Ljbffr