Financial Planner

Sharma Wealth Management; Ontario; On-site; CAD 70,000 - 85,000; Full time

Job summary

An innovative financial advisory firm is seeking a seasoned Financial Advisor to join their dynamic team. This is a unique opportunity to build your independent practice while providing exceptional financial planning services to high-net-worth clients. The ideal candidate will have a strong background in wealth management, investment planning, and client relationship management. With a supportive environment that fosters teamwork and personal growth, you will have access to cutting-edge technology and resources to enhance your practice. If you are passionate about helping clients achieve their financial goals, this role is for you.

Benefits

Health Insurance

Ongoing Professional Development

Access to Cutting-Edge Technology

Collaborative Work Environment

Leads Provided by Company

Qualifications

• 10 years of experience as a Financial Advisor with strong results.
• Proven track record with High-Net-Worth clients.

Responsibilities

• Build your Independent Practice focusing on Retirement and Tax planning.
• Cultivate strong client relationships through personalized service.

Skills

Financial Planning

Wealth Management

Investment Planning

Client Relationship Management

Analytical Skills

Communication Skills

Digital Literacy

Social Media Savvy

Education

Bachelor's Degree in Finance

Relevant Certifications (LLQP, CFP)

Tools

Microsoft Office Suite

Job description

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If you have been a seasoned financial advisor and been in the industry for several years. You believe in comprehensive financial planning. At a career stage, you are looking to OWN your own practice, helping Canadians achieving their Tax, Estate & Retirement planning needs. This position is a commission-based only opportunity that includes commission on both new business and renewal.

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-Tax, Estate & Retirement Planning Focused.

As an entrepreneur, you are a team player and proud to exemplify adherence to industry ethics & standard. Your client’s needs are foremost in your mind.

About Us

At Vision Financial Group (operating as Sharma Wealth Management) in partnership with Manulife Wealth our culture is rooted in opportunity and reward. Also, our firm is deeply supportive to not only our clients, but also our staff, partners, and community. We have built an environment based on teamwork, service, integrity, and success. You would be part of an ecosystem that prides themselves in making this world more financially educated.

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

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

What is this opportunity?

• Opportunity to build your Independent Practice as self employed.
• Provide exceptional comprehensive financial planning focusing on Retirement, Tax & Estate planning, Portfolio Management & Risk Management for high-net-worth clients.
• Cultivate and nurture strong client relationships through personalized attention, regular communication, and proactive engagement.
• Actively participate in business development efforts, including live webinars, social media marketing, networking events, client referrals, and strategic partnerships.

Requirements:

• Ten years of experience as a Financial Advisor, delivering outstanding 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 (must) and CFP (preferred).
• Proven track record of building and maintaining successful client relationships, with a focus on High-Net-Worth individuals.
• Exceptional knowledge of investment products, financial markets, and regulatory frameworks.
• Demonstrated expertise in developing comprehensive financial plans, retirement planning, tax strategies, and risk management.
• Strong analytical skills, with the ability to dissect complex financial data and provide actionable insights.
• Impeccable communication and presentation skills.
• Digital literacy across a broad range of devices (i.e. – smartphones, tablets, laptops, etc.)
• Familiar with the Microsoft Office Software such as Word, Excel etc.
• Social Media Savvy

Perks and Benefits

• Opportunity to expand your professional practice.
• Leads will be provided by company to support your practice in addition to your own efforts
• Participation & Comprehensive benefits package, including health insurance.
• On the job 60 days training on product, financial planning, operations, client servicing, compliance & marketing.
• Ongoing professional development and training opportunities to expand your knowledge and expertise.
• Collaborative and inclusive work environment, fostering innovation, teamwork, and personal growth.
• Access to cutting-edge technology and tools to streamline your workflow and enhance client interactions.

Employment Type

Full-time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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