Sr. Financial Advisor CIRO-ID (Urban) [Richmond Hill, Markham, Newmarket]

Location: On-site full-time in Richmond Hill, Ontario; the role requires legal eligibility to work at the specified location.

Company

A relationship-oriented bank providing financial services, investment advice, lending solutions, and client-focused banking products.

What you will do

• Manage and grow a dedicated client portfolio through relationship management and personalized service.
• Create comprehensive financial plans using advanced banking tools and provide investment advice.
• Develop local-market sales plans, convert leads, and establish new client relationships.
• Recommend credit and investment solutions using a needs-based approach.
• Participate in community events, marketing, and outreach activities to build lasting connections.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current CIRO-ID accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer licensing.
• Experience or capability in financial advising, investments, lending, portfolio management, and client service.
• Strong relationship-building, networking, business development, and community engagement skills.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required where applicable.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation offering, and wellbeing support.
• Recognition through the MomentMakers social points-based program.
• Paid Purpose Day for personal growth and development.
• Inclusive workplace focused on trust, teamwork, accountability, innovation, collaboration, and client service.

Hiring process

• The role may include an attribute-based assessment and other skills tests.
• Artificial intelligence tools may be used during recruitment.