Job Description

Financial Advisor

Location:

Saugeen Shores

Job Type:

Full-Time

Start Date:

Flexible

Are you passionate about helping others achieve their financial goals?

Do you love building genuine relationships and finding practical, thoughtful solutions? Are you ready to grow your career in finance with a supportive team that values integrity, collaboration, and diverse perspectives?

If so, we'd love to meet you.

About Us

We're a purpose-driven financial services firm committed to making financial advice more accessible and empowering. Whether someone is planning for a family, buying their first home, or preparing for retirement, we help make their financial dreams achievable.

We believe that financial advising is about more than numbers--it's about people. And we're growing our team with individuals who are curious, kind, and motivated to make a difference.

What You'll Do

As a

Financial Advisor

, you'll work closely with senior advisors and clients to support financial planning and implementation. You'll focus on building trust, creating and improving internal processes, and developing long-term relationships with clients.

Your responsibilities will include:

Supporting clients in understanding their financial picture and goals Helping build and implement financial plans tailored to client needs Building long-term relationships based on transparency, trust, and care Working with team members to streamline and document client service processes Participating in client meetings and managing follow-ups Staying current with industry trends, compliance requirements, and financial tools Collaborating with a team of advisors, administrative staff, and specialists

What We're Looking For

We know not everyone takes the same path to financial advising. If you see yourself in the qualities below, we encourage you to apply--even if your experience doesn't check every box.

You are:

A people person -- you enjoy connecting with others and building relationships Process-oriented -- you like bringing order to complexity and improving systems A clear communicator -- both in writing and conversation Empathetic and trustworthy -- clients feel heard and supported in your presence Curious -- you're always learning and open to feedback Organized and able to manage multiple tasks and deadlines

Qualifications:

Some experience (1-2 years) in the financial services industry or a related field Post-secondary education in business, finance, economics, or a related area Progress toward or interest in financial planning designations (e.g., QAFP, CFP, LLQP or Canadian Securities Course) Comfort with common financial software tools and CRMs Eligibility to work in Canada

Why Join Us?

Supportive environment:

We offer mentorship, training, and development tailored to your goals

Inclusive culture:

We value diverse perspectives and foster a workplace where you can bring your full self

Meaningful impact:

Help people achieve financial confidence and independence

Room to grow:

As we continue to grow, so do your options!

Salary:

Competitive, based on experience

How to Apply

Please send your

resume and a short cover letter

(or voice/video message if you prefer!) telling us a bit about yourself and why you're interested in this opportunity.

Let's build something meaningful--together.

Job Type: Full-time

Pay: $50,000.00-$80,000.00 per year

Benefits:

Extended health care On-site parking Paid time off Tuition reimbursement
Work Location: In person