About The Position

This role is designed for Financial Advisors who are looking to transition into a Senior Financial Advisor position with a more intentional path forward. In select branches across Northern Ontario and Muskoka (including Sudbury, Blind River, Gravenhurst, Bracebridge, and South Porcupine), advisors have the opportunity to build deeper, more meaningful client relationships, take on greater ownership of a client portfolio, increase visibility within the branch and leadership teams, and progress into a Senior Financial Advisor role with clear expectations and support. In these markets, advisors often experience faster progression and greater impact compared to larger, more saturated city environments.

Requirements

  • Experience as a Financial Advisor within a retail banking environment
  • Mutual Funds license (IFIC or CIFC required)
  • A strong track record in client relationship management and advice-driven conversations
  • Comfort delivering both lending and investment solutions
  • A desire to grow into a more senior advisory role

Responsibilities

  • Build deeper, more meaningful client relationships
  • Take on greater ownership of a client portfolio
  • Increase visibility within the branch and leadership teams
  • Progress into a Senior Financial Advisor role with clear expectations and support
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