Financial Advisor (Retail Banking / Investment)

Ottawa, Ontario | Full-Time

Build Wealth—For Your Clients and Your Career

Take your financial career to the next level with QuantumFinance Advisors Inc. Join a client-focused team where your expertise helps individuals and families achieve their financial goals—while you grow your own success. If you enjoy building relationships, offering smart financial guidance, and working in a performance-driven environment, this role offers both stability and strong earning potential.

Compensation, Benefits & Schedule

Base salary: $65,000 – $90,000 CAD/year

Uncapped commissions & performance bonuses

Comprehensive health, dental & vision coverage

Retirement savings plan with employer contributions

Paid vacation + personal days

Flexible work arrangements (hybrid options available)

Ongoing training, licensing & certification support

Clear advancement paths into senior advisory or management roles

Key Responsibilities

• Build and manage client relationships through proactive outreach
• Assess client financial goals, risk tolerance, and investment needs
• Recommend tailored financial products (investments, savings, insurance)
• Monitor and adjust client portfolios to align with market conditions
• Ensure compliance with financial regulations and internal policies
• Maintain accurate client records and documentation
• Stay updated on market trends and financial products
• Collaborate with internal teams to deliver client solutions

Most In-Demand Skills

• Financial planning & wealth management
• Investment advisory (mutual funds, ETFs, retirement accounts)
• Client relationship management (CRM tools)
• Sales & cross-selling financial products
• Knowledge of compliance standards (e.g., KYC, AML)
• Risk assessment & portfolio analysis
• Strong communication and negotiation skills
• Market analysis and financial forecasting

What We’re Looking For

• Experience in financial services, banking, or investment advising
• Strong interpersonal and client service skills
• Sales-driven mindset with a focus on long-term relationships
• Relevant licenses (or willingness to obtain—support provided)
• Organized, detail-oriented, and proactive
• Open to diverse backgrounds and transferable skills

About the Company

QuantumFinance Advisors Inc. is a growing financial services firm dedicated to helping clients make confident, informed decisions about their money. We combine personalized advice with innovative tools to deliver exceptional financial outcomes.

Why Work With Us

• Competitive earning potential with transparent compensation
• Supportive leadership and mentorship programs
• Access to modern financial tools and resources
• Inclusive workplace that values diverse perspectives
• Real opportunities to grow your book of business and career

Pay: $26.00-$69.00 per hour

Work Location: In person