Location
ahuntsic north
Job Type
Full-time
Posted
June 01, 2026
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 considera...
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 considera...