Job Description
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team in Toronto. This is a confidential search for a relationship-driven professional who is passionate about helping clients achieve long-term financial success.
About the Opportunity
This role offers the chance to take over and grow an existing client base in a supportive, client-focused environment. The successful candidate will provide holistic financial advice, with a focus on investment and insurance solutions tailored to clients’ evolving needs.
Key Responsibilities
- Deliver comprehensive financial planning and investment advice
- Manage and grow an existing book of business
- Develop new client relationships through proactive business development
- Provide mutual fund and (where licensed) insurance solutions
- Conduct regular portfolio reviews and ensure regulatory compliance
- Maintain high s...