Description
This role is for a CIM/LLQP/EMD licensed advisor with significant experience in business development strategies. You will be advising HNW clients on managing money, insurance and tax planning. The candidate will source HNW families to become Yorkville clients through networking and utilizing their own formal and informal channels to generate opportunities that are beneficial to HNW clients, him/herself and to Yorkville. You will help families in managing their investment portfolios and protect the value of their estate, minimize ongoing taxes, advise on the transfer of assets to next generations, and create investment structures to protect family assets. Must have knoweldge in equities and fixed income investment strategies. The majority of the work will be focused on business development and sourcing clients for Yorkville Investment Solutions. Must have a car and willing to travel accross Ontario and other provinces. Must have a Canadian university degree, CIM designation (or CFA) and at least 10 years of relevant business development and investment advisory experience.
