Montreal | Full-Time | In-Person | Self-Employed Status | Junior or Experienced
We're growing and looking for our next rising star. If this sounds like you, we'd love to hear from you. No need to tick every box; if you're curious and motivated, reach out. If you have a true entrepreneurial spirit and the desire to learn from seasoned mentors, this opportunity could transform your career.
WHAT YOU'LL DO
Grow your client base through active prospecting and referrals
Join client meetings alongside senior advisors
Prepare financial planning files and performance reports
Progress toward independently managing your own book of business
WHAT WE OFFER
Base salary + commission, depending on your experience
Direct mentorship from seasoned advisors from day one
A structured path toward independence
Access to best-in-class analytical tools
A special arrangement will be put in place for experienced advisors
A MULTIDISCIPLINARY TEAM
You’ll work alongside financial planners (CFP, Pl. Fin.), portfolio managers (CIM and CFA), and other finance professionals.
WHAT WE'RE LOOKING FOR
Post-secondary degree (Finance, Economics or Business: an asset)
CSC completed or in progress; CIRO exams (RSE/CIRE): a robust asset
Comfortable with prospecting, motivated by client relationships, and ethical
EQUAL OPPORTUNITY
We are committed to equal opportunity and encourage all qualified individuals to apply. Accommodations are available upon request at every stage of the selection process.