Role Description The Senior Investment Advisor will provide expert guidance on investment strategies and financial planning for a portfolio of clients in Hamilton, ON. This full-time, on-site role involves assessing client financial goals, developing tailored investment plans, monitoring portfolio performance, and recommending adjustments based on market conditions.

The Senior Investment

Advisor will meet with clients regularly, deliver transparent and data-driven investment recommendations, and collaborate with internal stakeholders to ensure a consistent and high-quality advisory experience.

Responsibilities also include staying current with market trends, regulatory changes, and new financial products to support informed client decisions.

Qualifications

- Candidates should possess strong skills in Financial Planning and Finance to analyze client needs and create effective financial roadmaps.




- Candidates should possess expertise in Investments and Investment Strategies to design, implement, and optimize diversified portfolios.
- Candidates should possess solid Customer Service skills to build trust, maintain long-term relationships, and communicate complex information clearly.
- Relevant professional designations such as CFA, CFP, or equivalent, and demonstrated experience in investment advisory or wealth management.
- Ability to interpret market data, manage risk, and work independently while collaborating effectively with colleagues and clients.
- Strong ethical judgment, adherence to regulatory requirements, and commitment to inclusive, non-discriminatory client service.
- Must be legal to work in Canada, with all relevant visas, meet qualifications listed in the , and available immediately.

📌 Senior Investment Advisor (Canada)
🏢 Headhunters Global Organization
📍 Canada