Senior Financial Advisor - Financial Planning
Full-time
Michael Page
Job Description
As a Financial Advisor within this independent platform, you will manage and grow your own book of business with full autonomy. You will advise clients on portfolio construction, long-term investment strategies, asset allocation, and financial planning needs. You set your own fee structure keeping 100% of your revenue while leveraging a modern investment platform with significantly lower client fees.
You may bring your existing clients without restrictions, regardless of book size. The firm can cover transition costs for smaller books and can financially acquire larger books when appropriate. Advisor benefit from freedom in product selection, advanced technology tools, and a flexible operating model. You can work from anywhere in Canada and design your schedule, workflow, and practice according to your own business philosophy.MPI ne fait pas de discrimination fondée sur la race, la religion, le sexe, l'orientation sexuelle, l'identité ou l'expression du genre, l'âge, le handicap, l'état civil, ou sur le statut d'un individu dans un groupe ou une classe quelconque autrement protégé par la législation applicable en matière de droits de l'homme. MPI encourage les candidatures des minorités, des femmes, des personnes handicapées et de tous les autres candidats qualifiés.MPI does not discriminate on the basis of race, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, or based on an individual's status in any group or class otherwise protected under applicable human rights legislation. MPI encourages applications from minorities, women, the disabled and all other qualified applicants The Successful Applicant
The ideal candidate will have:
- 5-7+ years of experience as a Financial Advisor
- A portable book of business (any size is welcomed)
- Active licensing with IIROC/MFDA or relevant provincial regulators
- Strong client relationship and portfolio management skills
- An entrepreneurial mindset and desire for long-term independence
- High integrity, strong communication skills, and a client-first approach
- Interest in improved technology, transparent fees, and operational flexibility
Advisor seeking independence, higher income retention, and better tools will excel in this environment. What's on Offer
- 100% payout structure - unmatched earning potential
- Ability to operate through your incorporation
- Freedom to choose investment products (no proprietary fund obligations)
- Very low platform fees for clients
- Transition and on-boarding support, including book acquisition options
- Work from anywhere in Canada; full flexibility over schedule and vacations
- Modern technology, transparent investment platform, and strong back-office support
- Long-term stability, autonomy, and the ability to build a practice for the next decade
Vacancy posted more than 2 months ago
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