Financial Advisor

A growing wealth management firm in the heart of Downtown Toronto is looking for experienced Portfolio Managers and Financial Advisors with an established book of business who want to run their practice like their own business, but with full operational support.

The firm takes care of admin, compliance, tech, and business development, so you can focus on what you do best: advising clients. Plus, you have more freedom to set your fees and keep more of what you earn.

Why Join Them

• 100% Payout: Keep every dollar you charge
• Maintain your incorporation and utilize advanced tax planning to maximize your net profit when you eventually sell your business.
• Offer clients private and institutional assets typically reserved for large pension funds.
• Benefit from advanced financial planning software, an advisor-focused CRM, and a mobile app - all included.
• Very flexible working environment with remote working opportunities...