About This Opportunity
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...