Job Description
A growing and well-established financial services firm is seeking a Senior Financial Advisor to join its Ottawa-based team. This is a high-impact, client-facing advisory role focused on delivering holistic financial planning solutions to individuals and families, while driving growth through a strong sales and relationship management approach.
This opportunity is ideal for a seasoned advisor who thrives in a performance-driven environment and is passionate about helping clients build, protect, and transition wealth through tailored strategies across investments, funds, and life insurance .
Key Responsibilities
- Build and manage a portfolio of high-value client relationships through proactive sales and advisory efforts
- Deliver holistic financial planning solutions, including investment strategies, retirement planning, risk management, and estate considerations
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