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

- Market-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 (Whitby)
🏢 Global Maxfin Investments
📍 Whitby