Investment Advisor

Ventum Financial; Montreal (administrative region); On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Unlimited earning potential

Comprehensive onboarding process

Continuous education and development programs

Strong corporate structure with operational support

Job summary

A Canadian investment firm is seeking experienced Investment Advisors to join their Private Client Services team. This role offers the flexibility to develop your business within a national platform, alongside operational support tailored to various advisor styles. Candidates should have at least 5 years of experience in a CIRO regulated environment, with strong relationship-building and communication skills. The firm promises a comprehensive onboarding process, unlimited investment solutions, and a competitive benefits package, aiming to create a supportive work environment.

Qualifications

• 5 years of Investment Advisory experience in a CIRO regulated environment.
• Able to build trusted relationships with clients.
• Commitment to ethical conduct and supporting business objectives.

Responsibilities

• Build and develop your client base and manage their portfolios.
• Establish and maintain relationships across all teams.
• Participate in initiatives that advance company brand and strategy.
• Assist with business development initiatives and ongoing client planning.
• Perform administrative duties as required.

Skills

Outstanding relationship-building skills

Exceptional verbal and written communication skills

Polished presentation skills

Ethical and trustworthy

Team-player orientation

Job description

Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service.

Our Private Client Services division comprises over 120 Investment Advisors, Portfolio Managers and Commodities Futures Advisors who deliver tailored wealth strategies. Serving more than 75,000 clients globally, we offer portfolio management, investment advisory, access to new issues, commodities futures and venture financing. Through our affiliate, Ventum Insurance Services Corp., we also provide estate and insurance planning for comprehensive wealth management.

Ventum’s Capital Markets division ranks among Canada’s top teams, providing mid-market corporate clients with investment banking, advisory, mergers and acquisitions, research and institutional sales services. As a full-service independent investment bank, we combine sector expertise and proven execution to offer clarity and confidence in complex markets.

Ventum is a member of the Canadian Investment Regulatory Organization (CIRO) and all major Canadian stock exchanges.

Position Overview

Ventum Financial Corp. is currently looking for Investment Advisors to join our Private Client Services team in our various office locations mentioned above. Our national platform provides an opportunity to build your business with an independent Canadian company that truly values Partnership. With strong financial roots, Ventum offers: renowned research, market-leading commission structure, unique access to special situations, and holistic business planning tools. This is an excellent opportunity for experienced and dedicated Advisors with an existing book of business to join a mission-oriented company with a fresh brand and future growth potential.

Key Responsibilities:

• Build and develop your client base as you manage and grow their portfolios, selecting the most appropriate investment solutions to meet their financial plans and goals
• Build trusted and diverse relationships with business owners, individuals, families, professional associations and foundations, based on personalized client services and advice
• Establish and maintain reciprocal relationships across all Ventum teams and stakeholders
• Participate in key initiatives that advance our strategy, reputation and brand.
• Any other administrative duties as required

Requirements:

• 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
• Polished presentation and consultative skills – must be able to gain credibility and respect across a diverse spectrum of professional services clients
• Ethical, trustworthy and fully committed to supporting business objectives while ensuring all regulatory and compliance controls are maintained at all times
• Team-player – oriented and invested in continuing to cultivate a unique identity, brand and company culture
• Consistently demonstrate Ventum’s Values and acts as a positive team-player

We Offer:

• The flexibility to be your own boss while working within a national platform
• Operational support for a variety of advisor practice styles, from transactional and deal-oriented to managed account and fee for service
• Planning and development tools to help you grow your business with one-on-one coaching by local branch leaders to help you assess your business, develop an individual plan and partner in implementation
• Comprehensive onboarding process and continuous education / development programs
• Virtually unlimited investment solutions backed by top-ranked research
• Unlimited earning potential and a competitive benefits package
• Strong corporate structure with established Marketing, Technology, Compliance and Operations teams

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.