At a Glance
- Tasks: Transition client relationships and deliver tailored financial advice with support.
- Company: Join a leading independent Canadian wealth firm with a strong mentorship culture.
- Benefits: Stable salary, full support platform, and opportunities to grow your practice.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Build your own book while enjoying salary stability and independence.
- Qualifications: Experience as a Bank Advisor and strong client relationship skills.
The predicted salary is between 63000 - 77000 $ per year.
Global Maxfin Investments Inc. is seeking a Bank Advisor transitioning to Independent Advisor with a salary safety net.
You will transition suitable client relationships, co-lead planning meetings, and deliver planning-led, product-agnostic advice to households with support from the firm.
Join a truly independent Canadian wealth firm that provides a full support platform, mentorship, and brand.
Build your own book while maintaining salary stability and opportunities to expand your practice over
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Independent Wealth 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
