Senior Wealth Advisor – CFA | Mississauga, Ontario, Canada

Reference Number: HRJ7401
Location: Mississauga, Ontario, Canada

Judson Group has been retained by a successful, privately owned wealth and investment management firm in the search for a Senior Wealth Advisor – CFA responsible for portfolio management for assigned UHNW client relationships. This individual will be a member of the Investment Committee and responsible for setting firm-wide investment strategy. The ideal candidate has extensive experience working with UHNW individuals and families in a planning and investment capacity as well as deep understanding of sophisticated wealth practices and investment strategies.


  • Initiate initial client financial and investment intake during client onboarding.
  • Create and design custom investment strategies in keeping with client’s financial goals and plans.
  • Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
  • Collaborate with investment team to implement investment strategy.
  • Responsible for investment performance using a multi-asset class approach and must be able to explain rationale. This includes understanding of market trends and economic outlooks.
  • Prepare and approve client trade executions.
  • Responsible for reviewing and approving client reporting and data.
  • Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.
  • Maintain regular client communication, prepare for and attend client meetings, and exemplify top-notch client service.
  • Mentor junior investment staff and client support personnel.
  • Foster firm growth through business development activities including networking and COIs.


  • 15+ years’ experience with investment management.
  • Bachelor’s degree required; CFA and/or CIM required.
  • Exudes a strong demeanor of trust and confidence.
  • Desired traits include client service mentality, being a self-starter, and having a sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits.

Location: Mississauga, Ontario, Canada

*Strong work from home/flexibility policy – two to three days per week in office.

Reference Number: HRJ7401