Job Description
Wealth Bridge Consulting is a dedicated network of financial professionals specializing in financial and tax planning. We deliver peace of mind by addressing financial uncertainties and providing comprehensive wealth management services — from cash flow and investment planning to tax strategy, insurance, and estate planning.
Our mission is to serve communities traditionally underrepresented in financial services — including women, entrepreneurs, and racialized Canadians. Canada has a wealth gap and an advisory gap. We're here to close both.
Role Description
This is a full-time hybrid position based in Ontario, with the flexibility to work from office. As a Wealth Management Advisor at Wealth Bridge, you'll collaborate directly with clients to develop personalized strategies across financial planning, retirement planning, investments, and holistic wealth management.
You’ll conduct client consultations, provide expert guidance, and monitor financia...