Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.
With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. Manage and grow a book of business by delivering comprehensive wealth management services across investments,



retirement planning, estate planning, insurance, and tax strategy.
Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
Breadth of experience across multiple client types and planning disciplines.
Team-oriented working style with a long-term orientation toward practice ownership.
Bonus Points

- CFP, CFA, ChFC, AIF, or other advanced designations
- 30M+ AUM book looking for a more flexible, modern platform

Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

📌 Conseiller Patrimonial H/F (remote) (Canada)
🏢 Farther
📍 Canada