Senior Financial Advisor

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...