Redstone Private Banking Search focuses on offering 360° search solutions to the global commodities markets. With competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking Search can confidently offer you an edge in today’s volatile market.
Redstone Private Banking Search are working with a leading North American wealth management platform looking to hire a Private Wealth Advisor to join their Canadian operations.
The company allow advisors to be cross-border licensed and manage clients/assets in both Canada and the US
Key Responsibilities / Tasks
- Manage and grow a book of high-net-worth clients with cross-border financial needs across Canada and the US
- Provide holistic investment advisory and wealth planning services, compliant with cross-jurisdictional regulations
- Leverage a well-established platform to serve clients domiciled in Canada with US connections (citizenship, assets, or residency)
- Build and maintain strong long-term relationships with new and existing clients
- Collaborate closely with internal investment, compliance, and planning teams
- Role reports to the Head of Wealth Management
Key Qualifications / Experience
- Proven experience in wealth management or private banking with HNW/UHNW clientele
- Experience or licensing to advise across Canada/US jurisdictions strongly preferred
- Entrepreneurial mindset with a strong commercial drive and ability to attract new business
- Role is to be client-facing and growth-oriented within an independent advisory framework
If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to or submit your application through the Vacancy Form.