Senior Financial Advisor

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
• Advise clients on a rang...