Talent.com
Thomson Allison Financial Solutions
Financial AdvisorThomson Allison Financial Solutions • St. Jacobs, ON, CA
Financial Advisor

Financial Advisor

Thomson Allison Financial Solutions • St. Jacobs, ON, CA
30+ days ago
Job type
  • Full-time
Job description

3 days ago Be among the first 25 applicants

Thomson Allison Financial Solutions provided pay range

This range is provided by Thomson Allison Financial Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$60,000.00/yr - CA$110,000.00/yr

Who We Are

Thomson Allison Financial Solutions is a well-established independent financial advisory practice based in St. Jacobs, Ontario, serving a loyal community of families, professionals, and business owners. Our approach is values-driven, with a focus on building long-term trust while providing comprehensive financial planning and investment guidance. Our clients have enjoyed lasting success through the application of a long-term, disciplined investment approach (as opposed to timing the latest investment trends/fads).

We’re looking for someone who will help maintain our commitment to clients and our investment approach today, with the potential to take on greater responsibility in the future.

What We Offer

  • A stable client base with strong relationships.
  • A healthy environment that supports client-first financial advice.
  • Mentorship and transition support from the lead advisor to ensure continuity.
  • Competitive compensation based on experience, licensing and designations (base salary with additional variable compensation)
  • A modern office space with on-site parking

What You Would Do

  • Strengthen our team by assisting with existing clients and stepping into an advisory role with a subset of our company’s clients.
  • Serve and deepen existing client relationships with integrity, empathy, and professionalism.
  • Anticipate client needs, provide annual and periodic client financial reviews, address concerns proactively, and ensure an exceptional client experience.
  • Help people plan for the future and motivate them to make decisions and take action.
  • Prepare files for client meetings and implement recommendations post client meetings.

Who You Are

You are a relationship-builder who loves to serve others. You see the potential for financial advice to be a calling, not just a career. You are seeking not only to serve clients but to take on a leadership role moving forward. Other qualifications in order of importance include:

  • Strong alignment with values of integrity, service, and client-first advice.
  • Proven ability to build trust and long-term client relationships.
  • 5+ years of experience in finance, accounting, financial planning, wealth management, or investment advisory but this is not imperative.
  • Desire to manage a segment of clients within six months to one year.
  • Have a strong belief in the importance of financial planning.
  • Hold the Canadian Securities Course (CSC) and Conducts & Practice Handbook (CPH) – or are willing to obtain it within 6 months.
  • Have prior successes with managing client relationships in the financial services sector
  • Detail-oriented, organized, and able to manage multiple priorities efficiently.
  • Possess the ability to think critically and evaluate all the data available to help clients meet their goals.
  • Have internal drive, lots of energy and an entrepreneurial spirit.
  • Possess strong spoken and written communication skills in English.
  • Being a strong team player who enjoys assisting and leaning on your teammates.

How to Apply

If this opportunity excites you, please send your résumé and a brief cover letter outlining your career goals and why you believe you are the right fit for our company, to kim@thepersonalcoach.ca who is assisting us with this hiring opportunity.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting, Customer Service, and Sales

Industries

Financial Services and Investment Advice

Referrals increase your chances of interviewing at Thomson Allison Financial Solutions by 2x

#J-18808-Ljbffr
Create a job alert for this search

Financial Advisor • St. Jacobs, ON, CA

Similar jobs

Canada Study Participants Needed

ProlificWellington North, Wellington County, CA
Full-time

Take part in research as a Study Participant with Prolific, providing your insights from anywhere in Canada.This role spans all professional backgrounds for enriching research projects with flexibl... Show more

 • Promoted

RVT Role in Thunder Bay's Premier Clinic

VetStrategyArthur, ON, CA
Full-time

Join Crossroads Veterinary Clinic in Thunder Bay as a Registered Veterinary Technician (RVT) and make a direct impact on pet care.Be part of a compassionate team committed to quality patient suppor... Show more

 • Promoted

PRO Marketing Expert for Home Hardware

Home Hardware Stores LimitedSt. Jacobs
Full-time

Drive marketing efforts as a PRO Marketing Expert at Home Hardware.Utilize your creativity to enhance PRO engagement and support marketing operations in St.As the PRO Marketing Expert, you will sup... Show more

 • Promoted

Financial Advisor

Thomson Allison Financial SolutionsSt. Jacobs
Full-time

Be among the first 25 applicants.Thomson Allison Financial Solutions provided pay range.This range is provided by Thomson Allison Financial Solutions.Your actual pay will be based on your skills an... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausWellington North, ON, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Activity Aide in Adult Day Program

VON Canada (Ontario)Mount Forest, ON, CA
Full-time

Make a difference in the lives of attendees at the Adult Day Program as an Activity Aide.This casual role focuses on client engagement and quality activity delivery.In this position at VON, you wil... Show more

 • Promoted

Account Manager II in Agriculture Services

TD BankElmira, ON, CA
Full-time

Advance your career with TD Bank as an Account Manager II, focusing on agricultural services in a hybrid setting across Ontario.This role concentrates on enhancing customer relations and optimizing... Show more

 • Promoted

Crop Inputs Custom Operator/Applicator - Central Ontario FS - Drayton, ON

Central Ontario FSDrayton, ON, CA
Full-time

Central Ontario FS, a division of GROWMARK, Inc.We are driven to deliver innovative solutions to help improve the profitability of our customers and farmer owners.If you love being outdoors and ope... Show more

 • Promoted

Housekeeper Wanted - Housekeeper Required In Mount Forest, Ontario

Housekeeper.comMount Forest, Ontario, Canada
CA$25.00 hourly
Permanent

House keeper required for busy household ASAP.Starting May 2025 in Mount Forest, Ontario.Successful applicant must be punctual, extremely organized, dependable, trustworthy, have an exceptional at... Show more

 • Promoted

Flexible Home Health Speech-Language Pathologist

CBI Home HealthMount Forest, ON, CA
Full-time

A leading health care provider in Canada is seeking a part-time Speech Language Pathologist for the Mount Forest area.You will be responsible for conducting assessments and implementing interventio... Show more

 • Promoted

Bilingual Customer Service Representative

RWAM Insurance Administrators Inc.Elmira, ON, CA
Full-time

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.RWAM Insurance Administrators Inc.This range is provided by RWAM Insurance Administrators Inc.Your act... Show more

 • Promoted

Refrigeration Technician (313A Apprentice or Journeyperson)

Trades-For-TomorrowElmira, ON, CA
Full-time

Job Type: Full-Time, Permanent, Casual, Seasonal.A Refrigeration Apprentice (preferred).A Refrigeration Mechanic Licence (preferred).Merit Ontario is committed to building Ontario's skilled trades ... Show more

 • Promoted

Senior Contract Specialist, Clinical Research

Health Careers CanadaWoolwich, ON, CA
Full-time

The Village at University Gates has an exciting opportunity for a Registered Practical Nurse (RPN) to join their team on a temporary full‑time basis.Status: Temporary Full‑Time, 78.Approximate star... Show more

 • Promoted

Salesclerk

Rexall Pharmacy Group Ltd.Elmira, ON, CA
Full-time

The Sales Clerk / Key Holder plays a pivotal role in ensuring the smooth operation and success of the retail store by combining excellent customer service with responsible store management duties.T... Show more

 • Promoted

Agricultural Service Technician – On‑Site Diagnostics & Training

Premier EquipmentElmira, ON, CA
Full-time

A leading agricultural services company in Elmira, Ontario is seeking an Agricultural Service Technician to perform diagnostics and repairs on various equipment.Ideal candidates will have strong me... Show more

 • Promoted

URGENT: Nanny Wanted - Seeking Caring Nanny In Wellington North, Ontario $25.00 Hourly To Join Our

CanadianNanny.caWellington North, Ontario, Canada
CA$25.00 hourly
Part-time

We are a loving family located in Wellington North, Ontario, seeking a reliable and caring nanny for our newborn.This position is perfect for someone looking for a part-time role that allows for fl... Show more

 • Promoted

Occupational Therapist - Flexible Scheduling

CarePartnersWellington North, Wellington County, CA
Full-time

Exciting full-time occupational therapist position available at CarePartners in Wellington North.Embrace flexible scheduling for optimal work-life balance! As an Occupational Therapist, you will p... Show more

 • Promoted

Spanish Private Tutoring Jobs Mount Forest

SuperprofMount Forest, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Team Lead and Grassroots Soccer Coach

Summer FC - Learn to Play SoccerElmira, ON, CA
Part-time +1

Lead and inspire our Summer FC Coaching Team as a Team Lead and Grassroots Soccer Coach! Engage young players aged 3-8 in exciting sessions that build their passion for soccer this summer.As a Team... Show more

 • Promoted

Financial Planner - Grow Client Wealth & Your Career

TDMount Forest
Full-time

A leading financial institution is seeking a Financial Planner in Mount Forest, Ontario.The role is focused on empowering clients through holistic financial planning.Responsibilities include buildi... Show more