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 actuallyownclient 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 tomaterially higher payoutsthan the bank channel
- Ability to buildtrue equityin your practice over time
Freedom to actually act in clients' best interests
- Potential tolower all-in client feesand improve outcomes
- Freedom to use modernplanning tools and CRMwithin our platform
You are not doing this alone
- Partner with a provenSenior Advisorin our independent firm
- Get mentorship, brand, operations, compliance and admin support
- National, independent platform built for growth, not bureaucracy
This is asupported 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 wantupside, ownership, and autonomywithout blowing up your lifestyle
Step into independence with a salary, a senior partner, and a proven platform."
#J-18808-Ljbffr
Financial Advisor in Whitby employer: Global Maxfin Investments Inc
Global Maxfin Investments Inc. is an exceptional employer that empowers Independent Wealth Advisors with a unique blend of stability and independence. With a strong support platform, mentorship opportunities, and a commitment to product-agnostic advice, employees can thrive in a collaborative work culture while building their own client relationships. Located in Canada, this firm offers a rewarding environment for those looking to grow their practice without sacrificing financial security.
Contact Details:
Global Maxfin Investments Inc Recruitment Team
