Join a respected private wealth management practice as a Senior Financial Advisor in Burlington, ON. This in-office role offers a chance to work with affluent clients and provide tailored financial solutions. MT Talent Solutions is partnering with a leading practice in Hamilton to recruit an experienced Senior Financial Advisor / Wealth Advisor.

In this role, you will support high-net-worth clients, delivering comprehensive financial planning while contributing to mentorship and leadership within a cooperative team workplace. This chance emphasizes long-term relationships and personalized financial advice. Key Responsibilities:
Build trusted relationships with affluent clients
Deliver comprehensive financial planning solutions




Provide investment advice aligned with client goals
Identify opportunities to enhance client relationships
Mentor junior advisors and contribute to team growth Requirements:
8+ years in financial planning or wealth management
CFP®, CIM®, CFA®, PFP® designation preferred
Proven success with high-net-worth client portfolios
Strong knowledge of investment and tax strategies
Exceptional communication and relationship-building skills This is a chance to shape the future of a practice while ensuring exceptional client service.

📌 Experienced Wealth Advisor In Burlington
🏢 MT Talent Solutions
📍 Burlington