Investment Advisor

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.
• Ethical, trustworthy and fully committed to supporting business objectives while ensuring regulatory and compliance controls are maintained at all times.

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.
• Any other administrative duties as required

Skills

Investment Advisory experience

Relationship-building skills

Communication skills

Presentation skills

Ethical and compliant

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.