Financial Advisor

Global Maxfin Investments Inc; Whitby; On-site; CAD 80,000 - 95,000; Full time

Job summary

Global Maxfin Investments Inc. is seeking a Bank Advisor transitioning to Independent Advisor with a salary safety net. You will transition suitable client relationships, co-lead planning meetings, and deliver planning-led, product-agnostic advice to households with support from the firm.

Join a truly independent Canadian wealth firm that provides a full support platform, mentorship, and brand. Build your own book while maintaining salary stability and opportunities to expand your practice over

Qualifications

• 3+ years as a bank/credit union/branch-based advisor in Canada.
• Licensed to sell investments (CIRO-registered; MFDA).
• Insurance / life-licensed is a strong plus but not required.
• Comfortable with financial planning software (any major platform).

Responsibilities

• Transition suitable client relationships and pipeline compliantly.
• Co-lead planning and review meetings with a Senior Advisor.
• Deliver planning-led, product-agnostic advice to households.
• Grow your book with our marketing and service team behind you.
• Build an asset you control instead of just collecting a paycheque.

Job description

Break Out of the Bank Box (Without Losing Your Paycheque)

Role:Bank Advisor → Independent Advisor (with Salary Safety Net)

Comp:$80k-$95k base + higher upside on your book

Firm:Truly independent Canadian wealth firm with full support platform

If you're a Canadian bank / credit union advisor who:

• Is capped on compensation no matter how much you produce
• Feels constant pressure to "sell the shelf" instead of give advice
• Is limited by product shelves, grids, and internal politics
• Wants to actuallyownclient relationships and your long-term book

…but you're hesitant to walk away from a stable salary, this is for you.

What We Offer

Stability while you go independent

• Competitive salary ($80k-$95k)
• Clear path tomaterially higher payoutsthan the bank channel
• Ability to buildtrue equityin your practice over time

Freedom to actually act in clients' best interests

• Potential tolower all-in client feesand improve outcomes
• Freedom to use modernplanning tools and CRMwithin our platform

You are not doing this alone

• Partner with a provenSenior Advisorin our independent firm
• Get mentorship, brand, operations, compliance and admin support
• National, independent platform built for growth, not bureaucracy

This is asupported partnership, not a solo leap into the unknown.

What You'll Do

• Transition suitable client relationships and pipeline compliantly
• Co-lead planning and review meetings with a Senior Advisor
• Deliver planning-led, product-agnostic advice to households
• Grow your book with our marketing and service team behind you
• Build an asset you control instead of just collecting a paycheque

Who This Is For

• 3+ years as a bank / credit union / branch-based advisor in Canada
• Licensed to sell investments (CIRO-registered; MFDA)
• Insurance / life-licensed is a strong plus but not required
• Comfortable with financial planning software (any major platform)
• You like your clients, but not the constraints of your current platform
• You wantupside, ownership, and autonomywithout blowing up your lifestyle

Step into independence with a salary, a senior partner, and a proven platform."