Servicing Financial Advisor

Full-Time | Permanent | In-Office

We are a team of 8 excellence-driven individuals expecting rapid growth. This aggressive expansion is an opportunity for a like-minded individual to position themselves for personal and professional growth and, most importantly, to make a difference in Canadians' lives. This operation is built on proactivity, meticulousness, and a long-termist philosophy.

The servicing advisor needs to display accountability for client outcomes and maintain high attentiveness standards. They'll be the backbone of client service delivery—managing comprehensive financial plans, executing portfolio strategies, and ensuring every client receives timely, responsive, and high-quality advice. Your work directly impacts clientele and firm growth.

We are looking for ambition, perfectionism, an...