Financial Advisor

Overview

This role involves building long-term client relationships, delivering personalized financial planning and advice, and helping clients achieve their goals while supporting growth, retention, and an exceptional client experience. The position reports to the Regional Director, Client Advisory Services.

Responsibilities

• Develop meaningful relationships with clients and become their trusted Financial Advisor
• Retain and grow share of wallet by delivering personalized financial solutions and advice
• Prepare client asset allocation proposals and modular financial planning projections
• Respond to client inquiries and resolve issues in a timely manner
• Represent the organization at workshops, trade shows, seminars, and events
• Collaborate with team members across the business development process, reviewing and adapting plans based on results and changing markets

Requirements

• Post-secondary education (a college diploma or university degree)
• Valid Mutual Funds certification (Investment Funds in Canada or Canadian Securities Course)
• Holding or working towards the Certificate in Financial Services Advice
• Minimum 3 years of experience as a Financial Advisor, supported by demonstrated results
• Strong interpersonal skills for managing client partnerships and nurturing long-term relationships
• Proficient verbal and written communication skills
• Ability to deliver engaging in-person and virtual presentations
• Demonstrated proficiency in MS Office
• Familiarity/experience with Salesforce, MorningStar and Conquest
• Flexibility to work a schedule based on client availability
• Skilled at self-directed work, maintaining high standards of accuracy and timeliness while handling multiple priorities
• Ability to travel and use your own vehicle to attend conferences, workshops, and client meetings

Preferred Qualifications

• French language proficiency
• Experience preparing and presenting financial plans to clients

Compensation & Benefits

• Annual salary (hiring range): $70,000 - $78,000 (subject to relevant experience, qualifications, and skills)
• Annual Short-Term Incentive Plan (STIP) bonus
• Health Benefits Plan, including Extended Health, Dental & Vision coverage
• Basic Life Insurance
• Short-Term and Long-Term Disability Benefits
• Employee Assistance Programs
• Premiums paid by the organization, except LTD premium
• Defined benefit pension plan, with the organization’s contribution ranging from 6% to 8%
• 3 weeks of paid vacation and other leave entitlements
• 2 paid Employee Choice days
• Learning and development support

Location

Remote work environment with some travel required within the assigned area.

Selection Process

• Review of applications typically lasts 5 to 7 business days (may be longer depending on applicant volume)
• Interview steps may include:
  • Interview with Human Resources (up to 1 hour)
  • Interview(s) with the Hiring Team (1 hour)

AI in Recruitment

The organization leverages artificial intelligence (AI) technology to enhance the recruitment process. This may include drafting preliminary job descriptions, application screening, generating initial interview kit questions, taking interview notes, and other administrative tasks. All key hiring decisions are made solely by the team.

Equal Opportunity Statement

The organization is committed to fostering an inclusive workforce and welcomes applications from all qualified candidates. Selection processes are non-discriminatory and barrier-free, and accommodations are available when needed during the process.