Financial Advisor REMOTE
Veres Career Consulting
Date: 1 week ago
City: Calgary, AB
Contract type: Full time
Remote
We at Veres Career Consulting, a specialized recruitment agency, are searching for talented FINANCIAL ADVISORS on behalf of our client, one of Canada's leading wealth management firms.
This opportunity is ideal for professionals looking to take the next step in their careers, either as part of a collaborative team or as independent practice owners.
Ideal Candidate Profile
- Licensed financial advisor
- To reach $20M in Assets Under Management (AUM) in the 1st Year after joining our Client's team
- Entrepreneurial spirit and dedication to client service
#1: Associate Advisor on an Established Team:
- Join our client's immediate team as an associate
- The compensation package includes:
- Base salary
- Variable compensation based on performance
#2: Independent Practice Owner:
- Start as a stand-alone practice
- Compensation structure:
- Variable compensation based on the book of business you bring over
- Provide comprehensive financial advice to clients in the mass affluent market
- Leverage your 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
- Current financial advisor license (IIROC or MFDA)
- Proven track record of managing client portfolios
- CFP designation or commitment to pursuing it (our client offers support for professional development)
- Strong interpersonal skills and ability to build lasting client relationships
- LLQP (preferred)
- Flexibility to choose your career path: team member or independent practice
- Competitive compensation structures tailored to your chosen path, $70K - $250K
- Access to the firm's extensive resources, including:
- Marketing support
- Ongoing training and education
- Technical infrastructure
- Subject matter experts (e.g., tax and insurance specialists)
- Opportunity for significant professional growth and advancement
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