Finance & Banking Associates, Financial Consultant
Job in
Kingston, Ontario, Canada
Listing for:
IG Wealth Management
Full Time
position
Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Senior Financial Consultant — Kingston, ON
Full-Time | Established Advisory Practice | Equity Path
As a Senior Financial Consultant, you will play a pivotal role within an established advisory practice that has served clients in Kingston, ON for nearly 30 years. You will thrive in an entrepreneurial, clientfocused environment that offers industry-leading training, strong support, and meaningful opportunities for long-term professional and financial growth.
This full-time role is ideal for an experienced financial advisor looking for the next level—the opportunity to transition an existing client base into a high-performing practice, deepen planning relationships, and directly influence the continued growth of a well-established, client-centric wealth management business. High performers will have a clear path to equity ownership within the practice.
If you are a driven, strategic, and relationshiporiented professional with a passion for highnetworth planning and business development, this opportunity is built for you.
What You Will Do (Day-in-the-Life)
Deliver comprehensive and advanced financial planning solutions using industry-leading planning tools.Lead business development efforts and execute targeted marketing and outreach strategies.Identify and pursue new highnetworth business opportunities.Build client relationships through external prospecting, referrals, and introductions from centres of influence.Conduct planning-focused meetings with prospective and existing clients to present strategies, uncover opportunities, and deepen engagement.Manage daily client interactions, respond to inquiries, execute trade instructions, and provide guidance on products, services, and planning strategies.What You Bring
Minimum 5 years of financial services experience with proven success managing client relationships.CIRO licensing completed.LLQP completed or willingness to obtain.A financial planning designation (e.g.,
CFP®, QAFP®, PFP®) is an asset.Demonstrated ability to attract new business and build lasting client and COI relationships.Strong communication, strategic thinking, and interpersonal skills suited to working with highnetworth clients.Benefits & Compensation
Highly competitive base compensation with significant performance-based bonuses and comprehensive benefits.Earnings potential of $125,000 to $200,000+, depending on assets transitioned and overall performance.Entrepreneurial culture with strong support, professional development, and autonomy.Clear, merit-based pathway to equity ownership within the practice.Opportunity to work in a highgrowth, highnetworth-focused environment.
Position Requirements
10+ Years
work experience
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