Financial Advisor REMOTEVeres Career Consulting • Calgary, AB, Canada
Financial Advisor REMOTE
Veres Career Consulting • Calgary, AB, Canada
Il y a plus de 30 jours
Type de contrat
- Temps plein
- Télétravail
Description de posteJoin our client's immediate team as an associate The compensation package includes : Base salary Variable compensation based on performance Start as a stand-alone practice Compensation structure : Variable compensation based on the book of business you bring over Provide comprehensive financial advice to clients in the mass affluent market Leverage your existing client relationships and grow your book of business Develop new business opportunities through networking and referrals Create and monitor the implementation of financial plans Offer expert guidance on all aspects of client's financial lives Current financial advisor license (IIROC or MFDA) Proven track record of managing client portfolios CFP designation or commitment to pursuing it (our client offers support for professional development) Strong interpersonal skills and ability to build lasting client relationships LLQP (preferred) Flexibility to choose your career path : team member or independent practice Competitive compensation structures tailored to your chosen path, $100K - $250K Access to the firm's extensive resources, including : Marketing support Ongoing training and education Technical infrastructure Subject matter experts (e.g., tax and insurance specialists) Opportunity for significant professional growth and advancement
Job Description
Job Description
We at Veres Career Consulting, a specialized recruitment agency, are searching for talented FINANCIAL ADVISORS on behalf of our client, one of Canada's leading wealth management firms.
This opportunity is ideal for professionals looking to take the next step in their careers, either as part of a collaborative team or as independent practice owners.
Ideal Candidate Profile :
- Licensed financial advisor
- With book of min. $20M in Assets Under Management (AUM)
- Entrepreneurial spirit and dedication to client service
Two Career Path Options :
#1 : Associate Advisor on an Established Team :
OR
#2 : Independent Practice Owner :
What You'll Do :
Requirements :
What Our Client Offers :
If you're a licensed financial advisor who is looking for a platform to elevate your career, we want to hear from you. Contact Veres Career Consulting today to discuss how our client can support your professional goals and provide exceptional service to your clients.
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Financial Advisor • Calgary, AB, Canada
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