Financial Advisor

3 days ago Be among the first 25 applicants

This range is provided by Thomson Allison Financial Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

CA $60,000.00/yr - CA$/yr

Who We Are

Thomson Allison Financial Solutions is a well-established independent financial advisory practice based in St. Jacobs, Ontario, serving a loyal community of families, professionals, and business owners. Our approach is values-driven, with a focus on building long-term trust while providing comprehensive financial planning and investment guidance. Our clients have enjoyed lasting success through the application of a long-term, disciplined investment approach (as opposed to timing the latest investment trends/fads).

We’re looking for someone who will help maintain our commitment to clients and our investment approach today, with the potential to take on greater responsibility in the future.

• A stable client base with strong relationships.
• A healthy environment that supports client-first financial advice.
• Mentorship and transition support from the lead advisor to ensure continuity.
• Competitive compensation based on experience, licensing and designations (base salary with additional variable compensation)
• A modern office space with on-site parking

• Strengthen our team by assisting with existing clients and stepping into an advisory role with a subset of our company’s clients.
• Serve and deepen existing client relationships with integrity, empathy, and professionalism.
• Anticipate client needs, provide annual and periodic client financial reviews, address concerns proactively, and ensure an exceptional client experience.
• Help people plan for the future and motivate them to make decisions and take action.
• Prepare files for client meetings and implement recommendations post client meetings.

You are a relationship-builder who loves to serve others. You see the potential for financial advice to be a calling, not just a career. You are seeking not only to serve clients but to take on a leadership role moving forward. Other qualifications in order of importance include:

• Strong alignment with values of integrity, service, and client-first advice.
• Proven ability to build trust and long-term client relationships.
• 5+ years of experience in finance, accounting, financial planning, wealth management, or investment advisory but this is not imperative.
• Desire to manage a segment of clients within six months to one year.
• Have a strong belief in the importance of financial planning.
• Hold the Canadian Securities Course (CSC) and Conducts & Practice Handbook (CPH) – or are willing to obtain it within 6 months.
• Have prior successes with managing client relationships in the financial services sector
• Detail-oriented, organized, and able to manage multiple priorities efficiently.
• Possess the ability to think critically and evaluate all the data available to help clients meet their goals.
• Have internal drive, lots of energy and an entrepreneurial spirit.
• Possess strong spoken and written communication skills in English.
• Being a strong team player who enjoys assisting and leaning on your teammates.

If this opportunity excites you, please send your résumé and a brief cover letter outlining your career goals and why you believe you are the right fit for our company, to  who is assisting us with this hiring opportunity.

Mid-Senior level

Full-time

Consulting, Customer Service, and Sales

Financial Services and Investment Advice

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