Investment Advisor – $30M Book Acquisition | GTA | CIRO-Registered Dealer (full securities)
A retiring advisor's $30M book is available to the right candidate in the Greater Toronto Area. Applicants must be an established advisor with a minimum 4 years in practice and a current book of at least $15M. Polish language skills and cultural familiarity with the Polish-Canadian community are essential; knowledge of Eastern European history is a strong asset. The successful candidate must join our firm to take part of this growth accelerator opportunity — full dealer infrastructure, compliance support, and a competitive grid are provided. Financing for the book acquisition can be facilitated. This is a warm handoff with full transition support.
Confidential inquiries to
[email protected]
Pay: $100,000.00-$125,000.00 per year
Benefits:
- Versatile schedule
- On-site parking
Work Location: Hybrid remote in Richmond Hill, ON
📌 Investment Advisor (Canada)
🏢 Keybase Financial Group
📍 Canada