Investment Advisor

Ventum Financial Corp.; Calgary; Hybrid; Full time

Job summary

A leading financial services firm in Calgary is seeking an Investment Advisor to provide personalized financial planning and investment advice on a commission-based compensation structure. This full-time role offers hybrid work arrangements and requires the management of client portfolios while developing tailored investment strategies. Candidates must be licensed to provide investment advice and have relevant educational qualifications. The ideal individual should demonstrate strong customer service and analytical skills to excel in this role.

Qualifications

• Licensure to provide investment advice (e.g., CIRO RR licensing, and other relevant designations).
• Experience in a financial advisory or wealth management role preferred.

Responsibilities

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

Skills

Financial Planning expertise

Investment strategies knowledge

Customer service skills

Analytical abilities

Communication skills

Decision-making abilities

Technological proficiency

Education

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

Tools

Investment software

Job 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.