Financial Adviser – Financial Wellness

About the role

Momentum Metropolitan is seeking a motivated Financial Adviser to join its Financial Wellness team. You will work across several provinces, helping clients achieve their financial goals through tailored advice and comprehensive planning.

Key responsibilities

• Build and maintain a client portfolio, prospecting for new business opportunities.
• Conduct detailed financial needs analyses and develop personalized financial plans.
• Provide advice on wealth creation, risk protection, retirement planning, and investment solutions.
• Maintain regular contact with clients, conduct annual reviews, and deliver ongoing support.
• Meet and exceed sales and business targets while promoting the Momentum brand.

Required profile

• Strong business development mindset with the ability to generate leads and referrals.
• Excellent communication and relationship‑building skills.
• Commitment to compliance and industry standards.
• Ability to work independently and as part of a team.

Required skills

What we offer

• Comprehensive training and ongoing professional development.
• Supportive environment focused on career growth and financial independence.
• Competitive remuneration linked to performance.