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 considera...