Financial Advisor

2 weeks ago

Alberta Canada, Canada Veres Career Consulting Full time

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
  • To reach $20M in Assets Under Management (AUM) in the 1st Year after joining our Client's team
  • 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

OR

#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
  • 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 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.

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