Sr. Financial Advisor CIRO-MFD (Urban) [ Kingston, Trenton, Barrie, Orillia ]
Hybrid · Barrie, Ontario, Canada or Kingston, Ontario, Canada
Job Summary
Senior Financial Advisor within the Imperial Service Team responsible for managing and growing a large client portfolio through relationship management, financial planning, and delivering personalized investment solutions; requires CE/LICENCE credentials (CIRO-MFD, CSC/CIFC/IFC, AMF where applicable), Ontario-based/licensed advisory capabilities, and the ability to work across multiple banking centres with potential hybrid/remote arrangements; travel within a reasonable distance to banking centres; hours may include evenings and weekends; emphasis on client engagement, network development, and a comprehensive needs-based approach to financial planning.
Required Qualifications
- 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
- CIRO-MFD licensing
- current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC)
- valid eligibility for CIRO-MFD licensing upon hire
- Personal Financial Planner (PFP) within 24 months of hire
- Quebec certification (AMF licensing) with CSC/CIFC/IFC or other relevant licensing
- RRC (Registered Retirement Consultant)
- asset if CSI/ICB courses (0774, 0790) are completed
- ability to work across multiple locations within Ontario
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