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 bookFirm: Truly independent Canadian wealth firm with full support platformIf you're a Canadian bank / credit union advisor who:Is capped on compensation no matter how much you produceFeels constant pressure to "sell the shelf" instead of give adviceIs limited by product shelves, grids, and internal politicsWants 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 OfferStability while you go independentCompetitive salary ($80k-$95k)Clear path tomaterially higher payoutsthan the bank channelAbility to buildtrue equityin your practice over timeFreedom to actually act in clients' best interestsPotential tolower all-in client feesand improve outcomesFreedom to use modernplanning tools and CRMwithin our platformYou are not doing this alonePartner with a provenSenior Advisorin our independent firmGet mentorship, brand, operations,



compliance and admin supportNational, independent platform built for growth, not bureaucracyThis is asupported partnership, not a solo leap into the unknown.What You'll DoTransition suitable client relationships and pipeline compliantlyCo-lead planning and review meetings with a Senior AdvisorDeliver planning-led, product-agnostic advice to householdsGrow your book with our marketing and service team behind youBuild an asset you control instead of just collecting a paychequeWho This Is For3+ years as a bank / credit union / branch-based advisor in CanadaLicensed to sell investments (CIRO-registered; MFDA)Insurance/ life-licensed is a solid plus but not requiredComfortable with financial planning software (any major platform)You like your clients, but not the constraints of your current platformYou wantupside, ownership, and autonomywithout blowing up your lifestyleStep into independence with a salary, a senior partner, and a proven platform."

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