Burlington, On Senior financial advisor Jobs – 5 Openings This Week

Senior Financial Advisor (Wealth Advisor)
MT Talent Solutions Inc. —Burlington, ON
- $70,000–$90,000 a year
- Full-time
- Communication skills
- Profit sharing
Quick apply
3d
Senior Member Experience Representative, Remote Banking
FirstOntario Credit Union —Hamilton, ON
- From $29.20 an hour
- Full-time
- Remote
- Microsoft Office
- Travel
- Communication skills
- Employee assistance program
Quick apply
Senior Financial Advisor - Clarkson, Mississauga, ON
Scotiabank —Mississauga, ON
- Sales

Other jobs to consider

Find your next job by exploring related positions.

Senior Manager, Corporate Services Sourcing
Scotiabank —Toronto, ON
Bachelor’s degree in Business, Supply Chain, Finance, Management, or a related field; Master’s degree is an asset.
10d
VP, Group Benefit Services
NFP Corp —Kitchener, ON
Provide leadership for strategic business development and corporate planning issues on major business decisions; networking & developing collaborative…
$140,000–$160,000 a year
Quick apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Financial Advisor - Yonge & St. Clair, Toronto, ON
Scotiabank —Toronto, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
10d
Contact Centre Rep IV - Money-In Services
TD Bank —Markham, ON
You'll support customers through inbound and outbound calls. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such…
$52,700–$74,400 a year
5d

Show more jobs in cities nearby

I want to receive the latest job alerts for senior financial advisor in burlington, on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior financial advisor jobs near burlington, on

Senior Financial Advisor jobs in Mississauga, ON

Senior Financial Advisor jobs in North York, ON

Senior Financial Advisor jobs in Brampton, ON

Senior Helpers Vancouver Bc jobs in Vancouver, BC

Senior Financial Advisor jobs in Victoria, BC

Senior Accountant jobs in Vancouver, BC

Senior Financial Advisor jobs in Thornhill, ON

Mutual Fund Representative jobs in Toronto, ON

Sales Development Representative jobs in Montréal, QC

Customer Service Representative, Rbc jobs in Brampton, ON

Senior Representative jobs in Grande Prairie, AB

Senior Software Engineer jobs in Toronto, ON

Senior Financial Advisor jobs in Kingston, ON

Senior Financial Advisor jobs in Edmonton, AB

Senior Financial Advisor jobs in Dartmouth, NS

Chief Financial Officer jobs in Nova Scotia

Senior Accountant jobs in Brampton, ON

Senior Financial Advisor jobs in Calgary, AB

Senior Project Manager jobs in Winnipeg, MB

Financial Planner jobs in Calgary, AB

Senior Financial Advisor (Wealth Advisor)

MT Talent Solutions Inc. -
Burlington, ON

Quick apply

Job details

Full-time
$70,000–$90,000 a year
3 days ago

Qualifications

CFP
Chartered Financial Analyst
Communication skills

Full job description

Senior Financial Advisor / Wealth Advisor

Location: Burlington, ON (In-Office with Flexibility)
Compensation: $75,000 - $90,000 Base Salary + Performance Bonus / Profit Share (Higher compensation may be considered for candidates with an established book of business)

Who Are We?
At MT Talent Solutions, we specialize in connecting exceptional professionals with industry-leading organizations across Canada and the United States. Our consultative recruitment approach focuses on finding the right long-term fit for both our clients and candidates.

Why Are We Looking for You?
MT Talent Solutions is proud to partner with a respected and well-established private wealth management practice in the Hamilton region to recruit an experienced Senior Financial Advisor / Wealth Advisor.

This is an outstanding opportunity to join a collaborative team that has built its reputation on trust, long-term client relationships, and personalized financial advice. The successful candidate will work with affluent and high-net-worth clients while helping shape the future of the practice through mentorship, collaboration, and leadership.

If you're looking for more than just another advisory role and want to become part of a stable, growing practice where your expertise and voice will be value, this could be the opportunity you've been waiting for.

What's In It for You?

Performance-based bonus through a profit-sharing or contribution model
Comprehensive benefits package
Three (3) weeks of paid vacation
Join an established and highly respected wealth management practice
Work with affluent and high-net-worth clients
Collaborative, team-oriented environment
Opportunity to mentor and develop the next generation of advisors
Long-term career growth with leadership and succession planning opportunities
Primarily in-office environment with some flexibility to encourage collaboration and client service

What Will You Do?

Build and maintain trusted relationships with affluent and high-net-worth clients.
Deliver comprehensive financial planning solutions, including retirement, estate, tax, investment, insurance, and wealth preservation strategies.
Provide investment recommendations aligned with each client's goals, objectives, and risk tolerance.
Identify opportunities to deepen existing client relationships while attracting new assets to the practice.
Collaborate with internal team members to deliver an exceptional client experience.
Mentor and coach junior advisors by sharing industry knowledge, best practices, and financial planning expertise.
Support succession planning initiatives and contribute to the continued growth of the practice.
Stay current on industry regulations, market trends, and financial planning strategies.

What Do You Bring?

8+ years of experience in financial planning, wealth management, or financial advisory services.
CFP®, CIM®, CFA®, PFP®, or another recognized financial planning/investment designation.
Demonstrated success managing and growing a portfolio of affluent or high-net-worth clients.
Strong knowledge of financial planning, investment management, retirement planning, tax strategies, and estate planning.
Exceptional relationship-building and communication skills.
Leadership mindset with a genuine interest in mentoring and developing other advisors.
Collaborative approach and desire to contribute to a team-first culture.
Existing book of business is considered a strong asset but is not required.

Why This Opportunity?
This position is ideal for an experienced Wealth Advisor who enjoys balancing exceptional client service with leadership and mentorship. You'll join a respected practice where quality advice, long-term relationships, and collaboration are valued over sales quotas.

You'll have the opportunity to influence the future of the business, help develop junior advisors, and become a key contributor within a team committed to delivering outstanding financial planning solutions.

Recruitment Technology & AI Notice
MT Talent Solutions may use artificial intelligence and other recruitment technologies to assist with candidate sourcing, resume review, communications, and administrative recruitment tasks. Our experienced recruitment professionals personally review candidates and make recommendations to our clients. Final hiring decisions are made by the hiring organization and are never based solely on automated systems. We are committed to fair, ethical, and inclusive hiring practices.

#MT1

Quick apply

Refine Your Search

senior financial advisor jobs in burlington, on

Senior Financial Advisor (Wealth Advisor)

Senior Member Experience Representative, Remote Banking

Senior Financial Advisor - Clarkson, Mississauga, ON

Other jobs to consider

Explore jobs in cities nearby

I want to receive the latest job alerts for senior financial advisor in burlington, on

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected