Associates

Senior Financial Consultant — Kingston, ON 

Full-Time | Established Advisory Practice | Equity Path 

As a Senior Financial Consultant, you will play a pivotal role within an established advisory practice that has served clients in Kingston, ON for nearly 30 years. You will thrive in an entrepreneurial, clientfocused environment that offers industry-leading training, strong support, and meaningful opportunities for long-term professional and financial growth. 

This full-time role is ideal for an experienced financial advisor looking for the next level—the opportunity to transition an existing client base into a high-performing practice, deepen planning relationships, and directly influence the continued growth of a well-established, client-centric wealth management business. High performers will have a clear path to equity ownership within the practice. 

If you are a driven, strategic, and relationshiporiented professional with a passion for highnetworth planning and business development, this opportunity is built for you. 

What You Will Do (Day-in-the-Life) 

• Deliver comprehensive and advanced financial planning solutions using industry-leading planning tools. 
• Lead business development efforts and execute targeted marketing and outreach strategies. 
• Identify and pursue new highnetworth business opportunities. 
• Build client relationships through external prospecting, referrals, and introductions from centres of influence. 
• Conduct planning-focused meetings with prospective and existing clients to present strategies, uncover opportunities, and deepen engagement. 
• Manage daily client interactions, respond to inquiries, execute trade instructions, and provide guidance on products, services, and planning strategies. 

What You Bring 

• Minimum 5 years of financial services experience with proven success managing client relationships. 
• CIRO licensing completed. 
• LLQP completed or willingness to obtain. 
• A financial planning designation (e.g., CFP®, QAFP®, PFP®) is an asset. 
• Demonstrated ability to attract new business and build lasting client and COI relationships. 
• Strong communication, strategic thinking, and interpersonal skills suited to working with highnetworth clients. 

Benefits & Compensation 

• Highly competitive base compensation with significant performance-based bonuses and comprehensive benefits. 
• Earnings potential of $125,000 to $200,000+, depending on assets transitioned and overall performance. 
• Entrepreneurial culture with strong support, professional development, and autonomy. 
• Clear, merit-based pathway to equity ownership within the practice. 
• Opportunity to work in a highgrowth, highnetworth-focused environment.