Financial Advisor REMOTE

Veres Career Consulting; Calgary; Remote; CAD 100,000 - 250,000; Full time

Job summary

A leading wealth management firm is seeking talented Financial Advisors. This role offers flexibility to work as part of a team or as an independent practice owner. Ideal candidates will have a financial advisor license and a strong client service focus. Competitive compensation structures range from $100K to $250K, with opportunities for professional growth and access to extensive resources.

Benefits

Marketing support

Ongoing training and education

Technical infrastructure

Access to subject matter experts

Qualifications

• Current financial advisor license (IIROC or MFDA) required.
• Proven track record of managing client portfolios.

Responsibilities

• Provide comprehensive financial advice to clients.
• Develop new business opportunities through networking.
• Create and monitor the implementation of financial plans.

Skills

Client Relationship Management

Networking

Financial Planning

Education

CFP designation

Job description

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
• With book of min. $20M in Assets Under Management (AUM)
• 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 :
• Variable compensation based on performance
• 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, $100K - $250K
• 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 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.