Investment Advisor

Ventum Financial; Calgary; Hybrid; CAD 65,000 - 110,000; Full time

Job summary

A Canadian-owned financial brokerage is seeking Investment Advisors in Calgary, AB. This full-time role involves providing personalized financial planning and investment advice while managing client portfolios. The ideal candidate will have a strong background in financial planning and investments, exceptional customer service skills, and relevant licensing. This position offers the flexibility of a hybrid work arrangement and requires individuals ready to build their own client base.

Qualifications

• Expertise in Financial Planning, Investments, and Investment Strategies.
• Exceptional Customer Service and relationship management skills.
• Licensed to provide investment advice (e.g., CIRO RR licensing).
• Strong customer service and relationship management.

Responsibilities

• Provide personalized financial planning and investment advice.
• Manage client portfolios and develop investment strategies.
• Collaborate with clients to address their financial needs.

Skills

Financial Planning

Customer Service

Analytical Skills

Communication Skills

Communication Skills

Decision Making

Licensing CIRO RR

Education

Bachelor’s degree in Finance, Economics, or Business Administration

Tools

Investment software

Portfolio Analytics Tools

Job description

Company Description

Ventum Financial Corp. is an independent full-service brokerage. We are a Canadian-owned and operated private client and capital markets firm, renowned for its client-centric approach and entrepreneurial culture. The firm offers comprehensive and unbiased financial advice tailored to meet the unique needs of each client. With a focus on unparalleled service, Ventum Financial provides innovative solutions to investors and corporate clients. We are committed to excellence and building long-term relationships with our clients.

Role Description

This role is suited for advisors with existing practices or ready to build their own successful practice on a 100% commission-based compensation structure with an industry leading competitive grid. This is a full-time role located in our Calgary, AB office, offering the opportunity for a hybrid work arrangement. As an Investment Advisor at Ventum Financial you will be responsible for providing personalized financial planning and investment advice, managing client portfolios, developing investment strategies aligned with each client’s financial goals and ability to use our internal Financial Planning and Portfolio Strategy partners. The role includes collaborating closely with clients to address their financial needs, identifying growth opportunities, ensuring exceptional customer service, and maintaining a regulated book of business. The role may also offer opportunity in succession planning, both in acquiring a book of business and ability for a gradual transition period for planned retirement. If you are looking for an entrepreneurial role where you operate autonomously, requiring you to actively acquire and develop your own client base to drive your business and determine your earning potential. We are looking for individuals prepared to take ownership and lead the growth of their own professional venture within our supportive platform.

Qualifications

• Expertise in Financial Planning, Investments, and Investment Strategies
• Comprehensive knowledge of finance and financial markets
• Exceptional Customer Service and relationship management skills
• Excellent analytical, communication, and decision-making abilities
• Licensed to provide investment advice (e.g., CIRO RR licensing, and other relevant designations/certificates)
• Bachelor’s degree or post-secondary in Finance, Economics, Business Administration, or a related field
• Prior experience in a financial advisory or wealth management role is an asset
• Technological proficiency with investment software and tools

We thank all applicants for their response but only those considered for an interview will be contacted.

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.