Financial Advisor

The Financial Advisor is responsible for contributing to the firm's growth by developing new client relationships while delivering an exceptional client experience.

The successful candidate guides clients through every stage of the financial planning process—from discovering their needs to implementing recommendations, conducting annual reviews, and building long-term client relationships.

Working collaboratively with internal specialists, the Financial Advisor develops and presents integrated retirement, tax, investment, insurance, and estate planning strategies designed to help clients achieve their financial goals. Success is measured by new business development, client retention, revenue growth, client satisfaction, and an exceptional client experience.

Core Responsibilities

• Engage with qualified prospects generated through the firm, referral partners, and marketing initiatives.

• Conduct discovery meetings to understand clients' personal and business needs, priorities, and financial objectives.

• Identify planning opportunities and recommend integrated financial strategies.

• Present the firm's value proposition and guide prospects through the decision-making process.

• Consistently achieve business development, activity, and revenue objectives.

• Prepare and present comprehensive corporate strategies, retirement, and estate planning recommendations.

• Guide clients through the implementation of recommendations.

• Stay current on industry trends, financial planning strategies, and regulatory requirements.

• Serve as the primary advisor for an assigned portfolio of clients.

• Conduct annual review meetings and provide proactive follow-up.

• Deliver an exceptional client experience through timely response and trusted advice.

• Identify new planning opportunities as clients' needs evolve.

• Build long-term relationships that promote client retention and loyalty.

• Ask for introductions as part of ongoing client reviews.

• Identify opportunities to consolidate outside assets and deepen existing client relationships.

• Participate in educational webinars, client events, and marketing initiatives.

• Contribute to the firm's continued growth through relationship management and community engagement.

• Maintain accurate client records and CRM documentation.

• Complete a Financial Needs Analysis (FNA) for prospective clients.

• Ensure Know Your Client (KYC) information and regulatory documentation remain current.

• Comply with company policies, regulatory requirements, and compliance standards.

• Maintain all required licenses, professional designations, and continuing education requirements.

What Success Looks Like

A successful Financial Advisor:

• Has a competative spirit and consistently achieves business development and revenue objectives.

• Builds trusted, long-term client relationships.

• Delivers comprehensive financial planning that leads to implementation.

• Contributes to the growth of assets under management and insurance production.

• Generates referrals, introductions, and new business opportunities.

• Maintains high client retention and satisfaction.

• Collaborates effectively with internal specialists.

• Demonstrates excellence in compliance and documentation.

• Embodies the firm's core values.

Required Qualifications  

• Life Insurance License (LLQP) and Mutual Fund License (CIRO) in good standing.  

• Proven success in business development, consultative sales, and relationship management.  

• Excellent presentation, communication, and negotiation skills.  

• Fluent in both English and French.  

• Assets include a Certified Financial Planner (CFP®) designation in good standing, as well as proficiency with financial planning software.  

Education and Experience  

• Proven track-record in sales and/or experiences in financial services, ideally working with business owners, incorporated professionals, or high-net-worth clients.  

• An equivalent combination of education and relevant experience will also be considered.  

What We Offer  

• A full-time position (100% remote) , with an anticipated start date by  September 1, 2026. 

• A compensation package including a base salary range of $60,000-$70,000 plus bonus.  

• A  comprehensive benefits package ,  retirement savings program and vacation package.  

• Reimbursement for eligible licenses, professional memberships, designations and approved professional development courses.  

• A structured onboarding program and access to internal specialists in financial planning, taxation, retirement, investments, insurance, and estate planning.  

• Modern technology, CRM tools, and financial planning software to support your success.  

• A collaborative, professional, and growth-oriented work environment.  

Total compensation will be determined based on the successful candidate's experience, qualifications, licenses, and overall profile. 

Key Performance Indicators (KPIs) 

Performance in this role will be evaluated based on, among other things:  

• New clients onboarded, revenue generated, assets under management gathered, and insurance premium placed.  

• Opportunity conversion rate, client retention, and client satisfaction.  

• Referrals and introductions received, as well as annual client reviews completed.  

If you are passionate about helping clients achieve financial success and want to grow your career within a collaborative and ambitious team, we would love to hear from you.  

Apply today!