Independent Investment Advisor - Grow Your Client Practice

Ventum Financial; Toronto; Hybrid; CAD 80,000 - 140,000; Full time

Benefits offered by this job

Flexible working conditions

Comprehensive onboarding

Unlimited earning potential

Competitive benefits package

Job summary

A Canadian investment firm is seeking experienced Investment Advisors for its Private Client Services team. The role involves building a client base, managing their portfolios with tailored investment solutions, and fostering relationships based on personalized service. Candidates should have at least 5 years of Investment Advisory experience within a regulated environment, with outstanding communication and relationship-building skills. This opportunity offers operational support, unlimited earning potential, and a commitment to an inclusive work environment.

Qualifications

• 5 years of Investment Advisory experience within a CIRO regulated environment.
• Outstanding relationship-building and interpersonal skills.
• Exceptional verbal, non-verbal, and written communication skills.
• Team player, committed to regulatory compliance.

Responsibilities

• Build and develop client base, managing portfolios with appropriate investment solutions.
• Establish relationships with clients based on personalized services.
• Maintain relationships across all Ventum teams and stakeholders.
• Participate in key initiatives advancing the company strategy.

Skills

Investment Advisory experience

Relationship-building skills

Communication skills

Presentation skills

Job description

A Canadian investment firm is seeking experienced Investment Advisors for its Private Client Services team. The role involves building a client base, managing their portfolios with tailored investment solutions, and fostering relationships based on personalized service. Candidates should have at least 5 years of Investment Advisory experience within a regulated environment, with outstanding communication and relationship-building skills. This opportunity offers operational support, unlimited earning potential, and a commitment to an inclusive work environment.