Financial Advisor; North Branch

Financial Planner / Senior Financial Advisor

Provide comprehensive financial planning and advice to mass affluent investing clients.

Salary: CA $64,700–CA $77,600 per year. Employment:
Full‑time. Background screening:
Enhanced Criminal Record Check.

Oversee full‑cycle accounting for multiple group entities.

Employment:
Full‑time.

Drive billing and invoicing duties across services. Involves accounting aspects, including payable verification and general ledger allocation.

Promote development and sustainable growth of proprietary investment business. Execute business development plans for prospects and existing clients.

Provide insightful and personalized financial advice focused on client success. Goals include achieving financial objectives.

Report to Manager of Business Intelligence & Analytics. Requires deep understanding of data, AI, and analytics solutions; responsible for data analysis tasks.

Prepare and review invoices and related accounts under supervision of Senior Accountant/Controller.

Detail‑oriented senior accountant to support accounting, analysis, and reporting to drive business performance.

Support finance services at Westminster Toyota; suitable for professionals from banking or private lending backgrounds.

Background screening:
Enhanced Criminal Record Check. Seek high‑performing business developer to build better future for others and self.