Financial Advisor

Break Out of the Bank Box (Without Losing Your Paycheque) Role: Bank Advisor → Independent Advisor (with Salary Safety Net) Comp: $80k–$95k base + higher upside on your book Firm: Truly independent Canadian wealth firm with full support platform If you’re a Canadian bank / credit union advisor who: Is capped on compensation no matter how much you produce Feels constant pressure to “sell the shelf” instead of give advice Is limited by product shelves, grids, and internal politics Wants to actually own client relationships and your long‑term book …but you’re hesitant to walk away from a stable salary, this is for you. What We Offer Stability while you go independent Competitive salary ($80k–$95k) Clear path to materially higher payouts than the bank channel Ability to build true equity in your practice over time Freedom to actually act in clients’ best interests Open‑architecture investment platform (no product quotas) Potential to lower all‑in client fees and improve outcomes Freedom to use modern planning tools and CRM within our platform You are not doing this alone Partner with a proven Senior Advisor in our independent firm Get mentorship, brand, operations, compliance and admin support National, independent platform built for growth, not bureaucracy This is a supported partnership, not a solo leap into the unknown. What You’ll Do Transition suitable client relationships and pipeline compliantly Co‑lead planning and review meetings with a Senior Advisor Deliver planning‑led, product‑agnostic advice to households Grow your book with our marketing and service team behind you Build an asset you control instead of just collecting a paycheque Who This Is For 3+ years as a bank / credit union / branch‑based advisor in Canada Licensed to sell investments (CIRO‑registered; MFDA) Insurance / life‑licensed is a strong plus but not required Comfortable with financial planning software (any major platform) You like your clients, but not the constraints of your current platform You want upside, ownership, and autonomy without blowing up your lifestyle Step into independence with a salary, a senior partner, and a proven platform.” If this resonates (even if you’re “not actively looking” but curious), send me a DM with “Interested” for a 100% confidential conversation.

Transition and manage client relationships while delivering product-agnostic financial planning and advice. Co-lead review meetings with a Senior Advisor to grow a personal book of business within an independent platform.

Requires 3+ years of experience as a bank or credit union advisor in Canada with CIRO/MFDA registration. Must be proficient in financial planning software, with a life insurance license considered a strong asset.

• Competitive Salary • Mentorship • Operations Support • Compliance Support • Administrative Support • Equity Building

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Investment Advice
• Client Relationship Management
• Wealth Management
• Asset Management
• CRM Software
• Financial Planning Software
• Compliance
• Business Development

• Finance & Accounting
• Sales
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

3+ ans

Postuler avant le

19 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte