Financial Services Professional

6 days ago


Alberta, Canada Veres Career Consulting Full time
Unlock Your Career Potential as a Financial Advisor

We are seeking talented financial professionals to join our esteemed client, one of Canada's leading wealth management firms. As a key member of their team, you will have the opportunity to take your career to new heights and provide exceptional service to clients in the mass affluent market.

The compensation package for this role includes a base salary and variable compensation based on performance, providing a competitive total remuneration of $120,000 - $180,000 per year, depending on experience and qualifications.

About the Role
  • Provide comprehensive financial advice to clients, leveraging your existing relationships and growing your book of business.
  • Develop new business opportunities through networking and referrals, and create and monitor the implementation of financial plans.
  • Offer expert guidance on all aspects of clients' financial lives, including investment, tax, and estate planning.
Requirements
  • Candidate must hold a current financial advisor license (IIROC or MFDA) and have a proven track record of managing client portfolios.
  • CFP designation is preferred, but not required; our client offers support for professional development.
  • Strong interpersonal skills and ability to build lasting client relationships are essential.
  • LLQP certification is an asset.
What Our Client Offers
  • Flexibility to choose your career path: work as part of a collaborative team or as an independent practice owner.
  • Competitive compensation structures tailored to your chosen path, with opportunities for significant professional growth and advancement.
  • Access to the firm's extensive resources, including marketing support, ongoing training and education, technical infrastructure, and subject matter experts.


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