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?

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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