Jobs in Barrie, Canada

Unlock the full potential of your financial advisory business. You work hard to empower your clients,

and with FORTÜNA Wealth Management you now have a model to empower yourself.

We’re passionate about providing financial advisors with the tools and structure they need to succeed.

Be part of a culture that fosters innovation and excellence, offering reduced administrative workloads and

significantly higher profits for advisors.

We’re seeking advisors who have our passion for driving positive change in the financial industry.

What makes the right fit?

We do take into account the advisor’s AUM to ensure that joining us aligns with their professional goals and aspirations, enabling them to thrive in our environment. Yet AUM is just one consideration in assessing the fit between an advisor and our firm. We also look at a host of other factors, like the advisor’s:

• professionalism
• years of experience
• willingness to embrace change in their work practices
• ability to provide meaningful assistance to clients
• desire to try new things
• commitment to charitable endeavours

We aim to create a community of advisors who share our Mission, Vision and Values, and who thrive in a collaborative environment.

Contact us today to learn more about how you can benefit from our Shared Dealer Structure and how you can help reshape the financial industry.

First Name * Enter your first name here

Email Address * Example: user@website.com

FORTÜNA Wealth Management has introduced a groundbreaking shared expense model. The costs of maintaining the dealer are distributed among advisors, creating a fair, transparent and cost-effective solution for everyone.The costs shared are solely intended to cover our expenses, not to generate profits for any party involved. All income will be distributed to advisors.