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Financial Advisor Financial Services

Senior Wealth Advisor: Practice Transition & Retirement

Job in Ottawa, Ontario, Canada
Listing for: Stonewood Group Inc.
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
An established advisory group seeks to expand by acquiring investment portfolios worth at least nine figures. This opportunity is perfect for advisors considering retirement who want to ensure their clients receive a seamless transition and top-notch service. The team emphasizes premier client service and aims to assist clients in achieving their financial and retirement goals. Join a dynamic environment where your contributions can significantly impact both client satisfaction and the future of the advisory practice.
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Position Requirements
10+ Years work experience
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