Hybrid Financial Advisor — Client‑First Planning

Cornerstone Capital Financial Group; Brantford; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial advisory firm based in Brantford, Ontario is seeking a passionate Financial Advisor to join their team. You will build meaningful relationships with clients, create comprehensive financial plans, and provide tailored advice. Ideal candidates have a CFP® designation and at least 3 years of experience. This role offers a collaborative environment and the opportunity to grow your practice independently.

Benefits

Professional development opportunities

Flexible work environment

Access to investment and insurance products

Qualifications

• Minimum 3+ years of financial advisory experience, ideally in an independent or holistic planning environment.
• Strong understanding of investment, insurance, and retirement planning concepts.
• Proven ability to develop and retain long-term client relationships built on trust.

Responsibilities

• Build and maintain meaningful relationships with clients and their families.
• Create comprehensive financial plans addressing investments, retirement, insurance, and estate needs.
• Deliver advice tailored to clients’ life goals and financial wellbeing.

Skills

Excellent communication skills

Investment planning

Insurance knowledge

Retirement planning

Client relationship management

Education

Certified Financial Planner (CFP®)

Life Licence (LLQP)

Job description

A financial advisory firm based in Brantford, Ontario is seeking a passionate Financial Advisor to join their team. You will build meaningful relationships with clients, create comprehensive financial plans, and provide tailored advice. Ideal candidates have a CFP® designation and at least 3 years of experience. This role offers a collaborative environment and the opportunity to grow your practice independently.