Financial Advisor

Position Summary

The position will be responsible for delivering outstanding financial services to a diverse book of in‑house clients, including high‑net‑worth households. The role includes leadership responsibilities, providing guidance to the Associate Advisor, and contributing to strategic business growth through client retention and the expansion of assets under management. This is a fully office‑based role with a broad range of responsibilities that are expected to expand as the company continues to grow.

What you will do

• Work alongside the senior advisor as part of a planned succession strategy to learn, transition, and ultimately assume responsibility for the existing book of business
• Develop and maintain strong relationships with clients, understanding their goals, objectives and aspirations in relation to their household’s wealth & estate requirements
• Provide and maintain comprehensive financial projections and plans to cli...