Financial Advisor

Career Market / Career Choice; London; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading advisory firm in Southwestern Ontario is seeking a motivated individual to step into a Financial Advisor role. This opportunity involves working alongside experienced professionals, providing client-focused solutions, and supporting a collaborative culture. It offers a path to advance into full financial planning, focusing on personal growth and client relationships.

Benefits

Health and dental benefits

RRSP support or matching

Social events

Qualifications

• 3–5 years of relevant experience in planning, investing, or client advisory.
• Working toward or hold a CFP or PFP designation.
• Life license (LLQP) or willingness to obtain.

Responsibilities

• Partner with senior planners to deliver custom financial strategies.
• Prepare analysis for investments, retirement planning, and insurance.
• Handle client onboarding and ensure documentation compliance.

Skills

Client service

Communication

Detail-oriented

Education

Post-secondary background in Business or Finance

Tools

Planning software

Excel

Job description

3 days ago Be among the first 25 applicants

We’re partnering with a highly regarded, full-service advisory firm in the Southwestern Ontario region that offers a rare opportunity to step into a financial planning track with long-term succession potential. This isn’t a typical admin role — it’s a hands-on opportunity designed for someone who’s ready to take the next step toward becoming an advisor.

If you're currently supporting financial planners and want more exposure, client interaction, and a path to grow — this is for you.

Why This Stands Out

- Advisory Track: Be mentored by senior professionals with the goal of advancing into a full planning role

- Team-Driven Culture: Supportive, approachable, and invested in your development

- Work-Life Balance: Flexibility, hybrid options, and a human-first approach to workload

- Legacy + Innovation: A long-standing name in the region, with a forward-thinking leadership team

What You’ll Be Doing

- Partner with senior planners to deliver custom financial strategies

- Prepare analysis for investments, retirement planning, insurance, and tax coordination

- Handle client onboarding and ensure documentation and compliance are up to date

- Assist with ongoing servicing and plan reviews

- Monitor market trends, planning tools, and help educate clients

- Participate in marketing activities and long-term client growth initiatives

What You Bring

- 3–5 years of relevant experience in planning, investing, or client advisory

- Post-secondary background in Business, Finance, or a related discipline

- Working toward or already hold a CFP or PFP designation

- Life license (LLQP) or willingness to obtain shortly

- Strong client service and communication skills

- Comfortable with planning software and Excel (Conquest is a plus)

- Reliable, detail-oriented, and looking for a long-term opportunity

- Health and dental benefits

- RRSP support or matching

- Social events and a genuinely collaborative team

Next Steps

This is a high-impact, career-defining role for someone looking to evolve from support into true advisory. We’re keeping this search confidential — if it sounds like you, we want to connect.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Human Resources Services

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