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 reliable 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."

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📌 Financial Advisor (Winnipeg)
🏢 Global Maxfin Investments
📍 Winnipeg