Career Advancement Opportunity for Licensed Financial Advisors

2 days ago


Calgary, Alberta, Canada Veres Career Consulting Full time

We are excited to announce a remarkable career advancement opportunity for licensed financial advisors at Veres Career Consulting, a specialized recruitment agency. Our client, one of Canada's leading wealth management firms, is seeking talented professionals to join their team or become independent practice owners.

The ideal candidate profile includes:

  • Licensed financial advisor with a strong track record of managing client portfolios
  • Minimum $20M in Assets Under Management (AUM)
  • Entrepreneurial spirit and dedication to client service

This opportunity offers two career path options:

#1: Associate Advisor on an Established Team

  • Join our client's immediate team as an associate advisor
  • Compensation package includes base salary and 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

In this role, you will provide comprehensive financial advice to clients in the mass affluent market, leveraging your existing client relationships and growing your book of business. You will also develop new business opportunities through networking and referrals, create and monitor the implementation of financial plans, and offer expert guidance on all aspects of client's financial lives.

To succeed in this role, you will require:

  • 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)

Our client offers a competitive compensation structure tailored to your chosen career path, along with access to extensive resources, including marketing support, ongoing training and education, technical infrastructure, subject matter experts, and opportunities for significant professional growth and advancement.



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