Expertise in Financial Planning, Investments, and Investment Strategies.
Comprehensive knowledge of finance and financial markets.
Exceptional Customer Service and relationship management skills.
Excellent analytical, communication, and decision-making abilities.
Licensed to provide investment advice (e.g., CIRO RR licensing).
Bachelor's degree or post-secondary in Finance, Economics, Business Administration, or a related field.
Prior experience in a financial advisory or wealth management role is an asset.
Responsibilities
Provide personalized financial planning and investment advice.
Manage client portfolios and develop investment strategies.
Collaborate closely with clients to address their financial needs.
Identify growth opportunities for client and business development.
Ensure exceptional customer service and maintain a regulated book of business.
Utilize internal Financial Planning and Portfolio Strategy partners.
Actively acquire and develop your own client base.
Benefits
Opportunity for a hybrid work arrangement.
Supportive platform for professional growth.
Potential for succession planning and business acquisition.
100% commission-based compensation structure with a competitive grid.
Autonomous role with ownership over professional venture.
Full Job Description
Role Description
This role is suited for advisors with existing practices or ready to build their own successful practice on a 100% commission-based compensation structure with an industry leading competitive grid. This is a full-time role located in our Calgary, AB office, offering the opportunity for a hybrid work arrangement. As an Investment Advisor at Ventum Financial you will be responsible for providing personalized financial planning and investment advice, managing client portfolios, developing investment strategies aligned with each client's financial goals and ability to use our internal Financial Planning and Portfolio Strategy partners. The role includes collaborating closely with clients to address their financial needs, identifying growth opportunities, ensuring exceptional customer service, and maintaining a regulated book of business.
The role may also offer opportunity in succession planning, both in acquiring a book of business and ability for a gradual transition period for planned retirement
If you are looking for an entrepreneurial role where you operate autonomously, requiring you to actively acquire and develop your own client base to drive your business and determine your earning potential. We are looking for individuals prepared to take ownership and lead the growth of their own professional venture within our supportive platform.
Qualifications
Expertise in Financial Planning, Investments, and Investment Strategies
Comprehensive knowledge of finance and financial markets
Exceptional Customer Service and relationship management skills
Excellent analytical, communication, and decision-making abilities
Licensed to provide investment advice (e.g., CIRO RR licensing, and other relevant designations/certificates)
Bachelor's degree or post-secondary in Finance, Economics, Business Administration, or a related field
Prior experience in a financial advisory or wealth management role is an asset
Technological proficiency with investment software and tools
We thank all applicants for their response but only those considered for an interview will be contacted.
