Financial Planner

Sharma Wealth Management; Ontario; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial advisory firm is seeking an experienced Financial Advisor to build an independent practice focusing on Tax, Estate, and Retirement planning. This full-time role offers a collaborative environment, extensive training, and a comprehensive benefits package. Ideal candidates will have a strong background in financial planning and client relationship management, with a commitment to excellence.

Benefits

Comprehensive benefits package

60 days of on-the-job training

Ongoing professional development opportunities

Access to advanced technology and tools

Qualifications

• At least ten years of experience as a Financial Advisor.
• Relevant certifications such as LLQP and CFP.

Responsibilities

• Build your independent practice as a self-employed advisor.
• Provide exceptional financial planning for high-net-worth clients.
• Participate in business development efforts.

Skills

Communication

Analytical Skills

Digital Literacy

Social Media Savvy

Education

Bachelor’s degree in finance

Economics

Tools

Microsoft Office Suite

Job description

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Direct message the job poster from Sharma Wealth Management

If you have been a seasoned financial advisor with several years of industry experience and believe in comprehensive financial planning, you might be interested in owning your own practice and helping Canadians achieve their Tax, Estate, and Retirement planning needs. This position is a commission-based opportunity, including commissions on both new business and renewals.

Then you may be the right partner for Vision Financial Group (operating as Sharma Wealth Management) / Manulife Wealth.

There is an extraordinary entrepreneurial opportunity in the high net worth market, focusing on Tax, Estate, and Retirement Planning.

As an entrepreneur, you are a team player who adheres to industry ethics and standards. Your clients' needs are your priority.

About Us

At Vision Financial Group (operating as Sharma Wealth Management), in partnership with Manulife Wealth, our culture is rooted in opportunity and reward. We are deeply committed to supporting our clients, staff, partners, and community. Our environment is built on teamwork, service, integrity, and success. We aim to make the world more financially educated.

We are a cutting-edge, forward-thinking boutique financial advisory firm that is redefining the industry through innovative technology, comprehensive resources, and unwavering commitment.

As an Advisor-Partner, you will join a team of top professionals who will empower you to excel and flourish in an environment that rewards excellence.

What is this opportunity?

1. Build your independent practice as a self-employed advisor.
2. Provide exceptional comprehensive financial planning focusing on Retirement, Tax & Estate planning, Portfolio Management, and Risk Management for high-net-worth clients.
3. Cultivate and nurture strong client relationships through personalized attention, regular communication, and proactive engagement.
4. Participate in business development efforts, including webinars, social media marketing, networking, client referrals, and strategic partnerships.

Requirements :

• At least ten years of experience as a Financial Advisor with proven results in Life Insurance, Wealth Management, Investment Planning, and Financial Planning.
• Bachelor’s degree in finance, Economics, or a related field.
• Relevant certifications such as LLQP (mandatory) and CFP (preferred).
• Proven success in building and maintaining client relationships, especially with high-net-worth individuals.
• Exceptional knowledge of investment products, financial markets, and regulatory frameworks.
• Expertise in developing comprehensive financial plans, retirement strategies, tax planning, and risk management.
• Strong analytical skills to interpret complex financial data and provide insights.
• Excellent communication and presentation skills.
• Digital literacy across devices (smartphones, tablets, laptops).
• Familiarity with Microsoft Office Suite (Word, Excel, etc.).
• Social media savvy.

Perks and Benefits

• Opportunity to expand your professional practice.
• Leads provided by the company to support your efforts.
• Comprehensive benefits package, including health insurance.
• 60 days of on-the-job training on products, financial planning, operations, client servicing, compliance, and marketing.
• Ongoing professional development opportunities.
• Collaborative, inclusive work environment fostering innovation and growth.
• Access to advanced technology and tools to enhance workflow and client interactions.

Employment Type: Full-time

Seniority Level: Mid-Senior level

Job Function: Finance and Sales