Investment Advisor

JOB TITLE : Investment Advisor

JOB LEVEL : Mid-Senior

INDUSTRY : Financial Services

LOCATION : Toronto, Ontario

REPORTING TO : Branch Manager

COMPANY OVERVIEW

We're a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit.

Echelon is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service.

We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients' needs first.

We are also a growing firm, with over $8 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.

Echelon Wealth Partners is proud to be recognized as a Great Place to Work® for four years running (2017-2021) and further securing our place on the list of Best Workplaces® for Financial Services (2019-2021), Best Workplaces ® for Inclusion (2020), and Mental Wellness (2021).

We've also been recognized as one of the fastest-growing companies by Maclean's / Canadian Business magazines (2019-2020) and the Globe & Mail (2020).

As our momentum in the financial marketplace continues to build, Echelon is poised to reach new heights as we welcome independent Advisors to join our firm.

We understand that we best serve our clients by first partnering with talented, accomplished, and ambitious Partner Advisors who appreciate our entrepreneurial spirit and collaborative environment, and who know that we will be able to support them with operational excellence, sophisticated infrastructures, and superior client service support.

Echelon's growth is rooted in our authenticity, and our progress has made us the fastest-growing IIROC firm. The strength of our partnership culture is attributed to its uniqueness of supporting, engaging, and holding our people accountable like a true partnership should.

It's why we are attracting the best, and it's why our clients like to work with us. Echelon is the independent that is thriving, and we're proud of that.

Why Partner with Echelon? Echelon is Independence - Our independence provides us with freedom and flexibility, which is one of our greatest competitive advantages.

Our Partner Advisors have the freedom to put the needs of their clients first and the ability to offer truly independent advice and services.

Echelon is Service - We believe in an exceptional service culture for our highly valued Partner Advisors and for our collective clients.

We understand that by providing the most advanced technological support, operational support, excellent marketing and branding services, our Partner Advisors will have the best opportunities for success, and have more time to spend building relationships with clients and improving their performance.

Echelon is Security and Stability - We are a firm that is well capitalized. Our key stakeholders and Partners have a long-term vision and a professional commitment to Echelon's continued success and future growth.

OPPORTUNITIES AT ECHELON - we're looking for Partner Advisors to build their business with us!

Echelon is growing and actively seeking seasoned Partner Advisors in nearly all major cities across Canada. Our national platform provides an opportunity to build your business with an independent Canadian company that truly values Partnership.

With strong financial roots, Echelon offers : renowned research, market-leading commission structure, unique access to special situations, holistic business planning tools, mentoring and a distinct culture recognized by Great Place To Work Canada®.

We are looking for Partner Advisors who are internally aligned with our own corporate pillars of Respect, Honesty, Transparency and Integrity.

This is an excellent opportunity for experienced and dedicated Advisors with an existing book of business to join a mission-oriented company with a fresh brand and future growth potential.

As a Partner Advisor with Echelon you will :

• Build and develop your client base as you manage and grow their portfolios, selecting the most appropriate investment solutions to meet their financial plans and goals
• Build trusted and diverse relationships with business owners, individuals, families, professional associations and foundations, based on personalized client services and advice
• Establish and maintain reciprocal relationships across all Echelon teams and stakeholders
• Participate in key initiatives that advance our strategy, reputation and brand.

As a seasoned Advisor, you'll bring :

• 5 years of Investment Advisory experience within an Investment Industry Regulatory Organization of Canada ( IIROC) regulated environment
• Outstanding relationship-building and interpersonal skills
• Exceptional verbal, non-verbal and written communication skills
• Polished presentation and consultative skills - must be able to gain credibility and respect across a diverse spectrum of professional services clients
• Ethical, trustworthy and fully committed to supporting business objectives while ensuring all regulatory and compliance controls are maintained at all times
• Team-player - oriented and invested in continuing to cultivate a unique identity, brand and company culture
• Consistently demonstrate Echelon's Values and Pillars and acts as a positive team-player

What's in it for you?

• The flexibility to be your own boss while working within a national platform
• Operational support for a variety of advisor practice styles, from transactional and deal-oriented to managed account and fee for service
• Planning and development tools to help you grow your business with one-on-one coaching by local and national branch leaders to help you assess your business, develop an individual plan and partner in implementation
• Comprehensive onboarding process and continuous education / development programs
• Virtually unlimited investment solutions backed by top-ranked research
• Unlimited earning potential and a competitive benefits package
• Strong corporate structure with established Sales Administration, Marketing, Technology, Compliance and Operations teams

Echelon is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported.

If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs

Application instructions :

To apply, please submit your application through our Investment Advisor Recruitment Portal : https : / / recruitment.echelonpartners.com /