Sr. Financial Advisor-MFDA/AMF

Location: Whitehorse, Yukon, Canada. The role involves working across multiple banking centres within a reasonable travel distance; the portion of on-site and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Salary: Competitive salary with incentive pay; exact amount not specified.

Company

A relationship-oriented bank providing personal and business banking, investment, lending, and financial planning services.

What you will do

• Manage and grow a dedicated portfolio of clients through relationship management and exceptional service.
• Create comprehensive financial plans and provide personalized investment advice using advanced banking tools.
• Develop local-market sales plans, convert leads into clients, and generate referrals through networking.
• Recommend needs-based credit and investment solutions that support client goals.
• Participate in community events, marketing, and outreach activities to build local brand awareness and client relationships.
• Work banking-centre hours, which may include evenings and weekends, and travel between nearby centres as needed.

Requirements

• 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio.
• Current CIRO-MFD accreditation and good standing in CSC, CIFC, or IFC, with eligibility for CIRO-MFD licensing upon hire.
• Personal Financial Planner certification within 24 months of hire.
• For Quebec licensing: current AMF accreditation and good standing, plus CIFC or CSC and Registered Retirement Consultant certification.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.
• Strong client engagement, business development, networking, financial advising, investment, lending, and portfolio management skills.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and a social recognition program.
• Technological tools and collaborative spaces for developing client solutions.
• Paid Purpose Day for personal growth and development.

Hiring process

• The work arrangement will be discussed during the interview.
• An attribute-based assessment or other skills tests may be required.
• Recruitment may include artificial intelligence tools and, where applicable, French proficiency testing.