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What is the Wealth Manager’s role?

The professional wealth adviser discovers a client’s personal life-style choices, financial needs and risk management profile and connects them to the development and implementation of a customized wealth plan to nurture prosperity and security over the client’s life cycle.

What are the responsibilities of this role?

  • Building and managing client relationships that result in a successful partnership
  • Establishing realistic goals and making recommendations leading to the creation and implementation of an optimal comprehensive life-long wealth management plan
  • Establishing and implementing wealth accumulation and management strategies that may include sophisticated and complex approaches to achieve life goals
  • Collaborating with clients to preserve wealth and optimize the conversion of assets into income that will meet lifelong, life-style expectations
  • Developing and implementing a wealth transfer plan that reflects the wishes of the client and the needs of the family
  • Coordinating and monitoring a trusted and respected team of experts to provide a fully integrated, well- rounded wealth management service
  • Using advanced business marketing techniques for building a wealth management practice

What are the alternate names for this role?

Wealth Advisor, Wealth Professional

What is the earning potential for this role?

$100,000-$250,000+/year
Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.

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