Break Out of the Bank Box (Without Losing Your Paycheque) Role:Bank Advisor → Independent Advisor (with Salary Safety Net) Firm:Truly independent Canadian wealth firm with full support platform If you're a Canadian bank / credit union advisor who: Is limited by product shelves, grids, and internal politics Wants to actuallyownclient relationships and your long-term book …Competitive salary ($80k-$95k) Clear path tomaterially higher payoutsthan the bank channel National, independent platform built for growth, not bureaucracy 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 Build an asset you control instead of just collecting a paycheque 3+ years as a bank / credit union / branch-based advisor in Canada ~ Licensed to sell investments (CIRO-registered; Insurance / life-licensed is a solid plus but not required ~ Comfortable with financial planning software (any major platform) ~ Step into independence with a salary, a senior partner, and a proven platform." #

📌 Financial Planner, Investment Retirement Planning (Whitby)
🏢 Global Maxfin Investments
📍 Whitby