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Financial Consultant Financial Advisor

Senior Associate Advisor — Estate & Tax Planning

Job in Toronto, Ontario, C6A, Canada
Listing for: PLATFORM
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Senior Associate Advisor in Toronto, Ontario to lead client discussions and develop financial planning recommendations. Ideal candidates will have a strong understanding of insurance and estate planning, with at least 4 years of experience in client-facing roles. The position involves collaboration with internal teams and external advisors, focusing on tailored solutions for clients.

Strong communication and analytical skills are essential for success in this advisory role.
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Position Requirements
10+ Years work experience
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