Senior Financial Advisor - Client Growth & Mentorship

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

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.