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
- 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 :
Join our client's immediate team as an associateThe compensation package includes :Base salaryVariable compensation based on performance2 : Independent Practice Owner :
Start as a stand-alone practiceCompensation structure :Variable compensation based on the book of business you bring overWhat You'll Do :
Provide comprehensive financial advice to clients in the mass affluent marketLeverage your existing client relationships and grow your book of businessDevelop new business opportunities through networking and referralsCreate and monitor the implementation of financial plansOffer expert guidance on all aspects of client's financial livesRequirements :
Current financial advisor license (IIROC or MFDA)Proven track record of managing client portfoliosCFP designation or commitment to pursuing it (our client offers support for professional development)Strong interpersonal skills and ability to build lasting client relationshipsLLQP (preferred)What Our Client Offers :
Flexibility to choose your career path : team member or independent practiceCompetitive compensation structures tailored to your chosen pathAccess to the firm's extensive resources, including :Marketing supportOngoing training and educationTechnical infrastructureSubject matter experts (e.g., tax and insurance specialists)Opportunity for significant professional growth and advancementIf you're a licensed financial advisor with a transferable book of business and are 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.
