Wealth Management Advisor

3 weeks ago


Canada Veres Career Consulting Full time

We at Veres Career Consulting, a specialized recruitment agency, are searching for talented WEALTH MANAGEMENT AND 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 ProfileLicensed financial advisorTo reach $20M in Assets Under Management (AUM) in the 1st Year after joining our Client's teamEntrepreneurial spirit and dedication to client serviceTwo 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 performanceOR#2: Independent Practice Owner:Start as a stand-alone practiceCompensation structure:Variable compensation based on the book of business you bring overWhat You'll DoProvide 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 livesRequirementsCurrent 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 OffersFlexibility to choose your career path: team member or independent practiceCompetitive compensation structures tailored to your chosen path, $70K - $250KAccess 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 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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