Financial Advisor REMOTEVeres Career Consulting • Calgary, AB, Canada

Financial Advisor REMOTE

Veres Career Consulting • Calgary, AB, Canada

30+ days ago

Job type

Full-time

Remote

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 :

Join our client's immediate team as an associate

The compensation package includes :

Base salary

Variable compensation based on performance

#2 : Independent Practice Owner :

Start as a stand-alone practice

Compensation structure :

Variable compensation based on the book of business you bring over

What You'll Do :

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

Requirements :

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)

What Our Client Offers :

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

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 REMOTE • Calgary, AB, Canada

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