Senior Financial Advisor / Wealth Advisor (CFP) Burlington, ON (In-Office with Flexibility) Compensation: $85,000 - $90,000 Base Salary + Performance Bonus / Profit Share (Higher compensation may be considered for candidates with an established book of business) Our consultative recruitment approach focuses on finding the right long-term fit for both our clients and candidates. 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. Performance-based bonus through a profit-sharing or contribution model Three (3) weeks of paid vacation Work with affluent and high-net-worth clients Long-term career growth with leadership and succession planning opportunities Primarily in-office environment with some flexibility to encourage collaboration and client service 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. 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. 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. ~ Existing book of business is considered a strong asset but is not required. 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 chance 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. MT Talent Solutions may use artificial intelligence and other recruitment technologies to assist with candidate sourcing, resume review, communications, and administrative recruitment tasks.

📌 Senior Financial Advisor - Financial Planning (Canada)
🏢 MT Talent Solutions
📍 Canada