Financial Advisor

Position Summary

The position will be responsible for delivering outstanding financial services to a diverse book of in‑house clients, including high‑net‑worth households. The role includes leadership responsibilities, providing guidance to the Associate Advisor, and contributing to strategic business growth through client retention and the expansion of assets under management. This is a fully office‑based role with a broad range of responsibilities that are expected to expand as the company continues to grow.

• Work alongside the senior advisor as part of a planned succession strategy to learn, transition, and ultimately assume responsibility for the existing book of business
• Develop and maintain strong relationships with clients, understanding their goals, objectives and aspirations in relation to their household’s wealth & estate requirements
• Provide and maintain comprehensive financial projections and plans to clients
• Deliver outstanding client service, ensuring client satisfaction and clear understanding of their investments and the relation to those investments to their plan and external economic and risk factors
• Integrate and execute insurance, tax and estate planning as part of ongoing service plans
• Utilize dealer technology and communication suite to grow, retain and service clientele efficiently
• Develop deep expertise on LP products and service offerings
• Lead and coach office administrative team to effectively manage client relationships

• University degree
• Completion of CSC/IFIC required
• Accredited financial planning designation (CFP, RFP, PFP)
• Mutual fund and life insurance licensed
• Minimum 5 years’ experience in the financial services industry
• Comprehensive financial planning knowledge including investments, asset protection, retirement, estate planning, cash management and tax issues
• Excellent interpersonal and communication skills
• Experience using financial projection software
• Additional estate and/or tax courses

• Excellent relationship skills – ability to develop and maintain effective relationships with clients and associates
• Superior verbal and written communication & presentation skills
• Ability to effectively explain financial strategies and confirm understanding
• Ability to explain ideas in a concise and clear manner to a diverse audience
• Ability to communicate with confidence considering the impact of the message
• Attentive listener: ability to interpret underlying or indirect messages and confirm understanding
• Superior time management, multi‑tasking and prioritization skills; ability to manage multiple projects at the same time
• Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment
• Goal oriented/results focused: establishes goals, develops action plans and follows‑up to achieve results
• Self‑motivated – ability to determine appropriate client service strategies and work consistently towards those objectives with minimal supervision; acts quickly and decisively
• Demonstrates integrity – conducts all aspects of business in a professional manner within the highest level of ethical standards
• Attention to detail and follow‑through skills
• Excellent computer skills – proficiency in the use of MS Excel, Word, PowerPoint and financial planning software
• Standard office environment
• Occasional travel to meet clients and corporate events

The base salary for this position is between $64,800 - $107,900 annually. This represents base salary only and does not include other variable compensation components of our total compensation (i.e., annual bonus, commission, etc.). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

• Career Development:
  Opportunities for career advancement, access to industry‑leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness:
  Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well‑being.
• Time Off:
  In addition to regular…