Financial Advisor

Thomson Allison Financial Solutions; St. Jacobs; On-site; CAD 60,000 - 110,000; Full time

Benefits offered by this job

Mentorship and transition support

Modern office space with on-site parking

Competitive compensation based on experience

Job summary

A financial advisory practice in St. Jacobs is seeking a Mid-Senior level professional to enhance client relationships and provide financial planning. The role involves strengthening client ties, offering exceptional service, and potentially managing a segment of clients. Candidates should have strong integrity and communication skills, with a background in finance preferred. Competitive compensation and mentoring are offered.

Qualifications

• 5+ years of experience in finance, accounting, financial planning, or wealth management.
• Strong alignment with values of integrity and service.
• Detail-oriented and organized.

Responsibilities

• Strengthen the team by assisting with clients in an advisory role.
• Provide annual and periodic client financial reviews.
• Prepare files for client meetings and implement recommendations.

Skills

Relationship-building

Client-first advice

Financial planning

Critical thinking

Communication skills

Education

Canadian Securities Course (CSC)

Conducts & Practice Handbook (CPH)

Job description

3 days ago Be among the first 25 applicants

Thomson Allison Financial Solutions provided pay range

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.

Base pay range

CA$60,000.00/yr - CA$110,000.00/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.

What We Offer

• 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

What You Would Do

• 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.

Who You Are

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.

How to Apply

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 [e-mail] who is assisting us with this hiring opportunity.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting, Customer Service, and Sales

Industries

Financial Services and Investment Advice

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