Senior jobs in Canada
Senior Financial Advisor - Build Lasting Client Portfolios
Canadian Imperial Bank of Commerce
Sr. Financial Advisor CIRO-MFD (Urban) [Orillia / Midland]
Canadian Imperial Bank of Commerce
Financial Advisor CIRO-MFD (Urban) [Alliston, ON]
Canadian Imperial Bank of Commerce
Senior Cloud FinOps Analyst: Cost Optimization
iA Financial Group
Discover more opportunities than anywhere else. Find more jobs nowSenior Finance Controls & Governance Analyst (Hybrid)
SNC-Lavalin
Bilingual Health, Dental & Life Underwriter (Remote)
Manulife
Connect with headhunters to apply for similar jobsBilingual Health and Dental and Life Underwriter
Manulife
Senior Financial Advisor: Client Relations & Planning
Canadian Imperial Bank of Commerce
Senior Product Leader, Flow Capture — Remote in Canada
Autodesk
Senior Financial Advisor: Client Relations & Planning
Canadian Imperial Bank of Commerce
Part-Time Senior Medical Consultant - Remote Policy & Care
Government of British Columbia
Senior HR Advisor & Strategic Initiatives Leader
Desjardins Group
ADMN O 21R - Ministry Investigator
Government of British Columbia
Senior Salesforce Operations Analyst
BMO Financial Group
Biologiste Senior - Environnement et Permitting (Remote)
SNC-Lavalin
Senior Financial Advisor - Build Lasting Client Portfolios
Job summary
A major Canadian bank is looking for a Senior Financial Advisor to manage and grow client portfolios. This role involves creating financial plans, providing excellent client service, and leveraging a diverse range of financial solutions. The ideal candidate should have 1.5 - 3 years of experience in financial advisory, strong relationship management abilities, and relevant professional certifications. The position requires full-time commitment on-site in Orillia, Ontario.
Benefits
Qualifications
- 1.5 – 3 years of experience in a financial advisory role managing a portfolio.
- Current accreditation in good standing for CIRO-MFD licensing.
- Values of trust, teamwork, and accountability.
Responsibilities
- Manage and grow a dedicated client portfolio through relationship management.
- Deliver comprehensive financial plans and exceptional client service.
- Engage with new and existing clients making lasting connections.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.