Wealth Advisor: Grow Your Book with Flexible Paths

Veres Career Consulting; Remote; CAD 100,000 - 250,000; Full time

Job summary

A leading wealth management recruitment agency in Calgary is seeking licensed Financial Advisors for a client offering flexible career paths as Associate Advisors or Independent Practice Owners. The ideal candidates should have a minimum of $20M in Assets Under Management and a strong dedication to client service. The role offers comprehensive financial advice and significant professional growth opportunities. Compensation ranges from $100K to $250K based on performance.

Benefits

Competitive compensation structures

Marketing support

Ongoing training and education

Access to technical infrastructure

Support from subject matter experts

Qualifications

• Proven track record of managing client portfolios.
• Strong ability to build lasting client relationships.

Responsibilities

• Provide comprehensive financial advice to clients in the mass-affluent market.
• Leverage existing client relationships and grow your book of business.
• Develop new business opportunities through networking and referrals.
• Create and monitor the implementation of financial plans.
• Offer expert guidance on all aspects of client's financial lives.

Skills

Licensed financial advisor

Strong interpersonal skills

Dedication to client service

Entrepreneurial spirit

Education

CFP designation or commitment to pursue it

Current financial advisor license (IIROC or MFDA)

Job description

A leading wealth management recruitment agency in Calgary is seeking licensed Financial Advisors for a client offering flexible career paths as Associate Advisors or Independent Practice Owners. The ideal candidates should have a minimum of $20M in Assets Under Management and a strong dedication to client service. The role offers comprehensive financial advice and significant professional growth opportunities. Compensation ranges from $100K to $250K based on performance.