Job Title

A growing wealth management firm in the heart of Downtown Toronto is looking for experienced Portfolio Managers and Financial Advisors with an established book of business who want to run their practice like their own business, but with full operational support. The firm takes care of admin, compliance, tech, and business development, so you can focus on what you do best: advising clients. Plus, you have more freedom to set your fees and keep more of what you earn. Why Join Them 100% Payout: Keep every dollar you charge Maintain your incorporation and utilize advanced tax planning to maximize your net profit when you eventually sell your business. Offer clients private and institutional assets typically reserved for large pension funds. Benefit from advanced financial planning software, an advisor-focused CRM, and a mobile app - all included. Very flexible working environment with remote working opportunities With dedicated sales and compliance professionals in place, youre free to do what you do best: advise, guide, and build lasting client relationships. What Youll Do Manage and grow a diversified book of clients Provide tailored financial advice and portfolio oversight Lead client onboarding and deliver an exceptional advisory experience Maintain ongoing communication to guide clients through key life and market events Collaborate with internal teams who handle business development, sales, and compliance so you can focus on what matters most - your clients What You Bring Minimum of 2 years experience as a Financial Advisor or Portfolio Manager Relevant industry credentials (CFA, CIM, CFP, or equivalent) Experience managing your own book of clients Solid understanding of investment strategies, planning principles, and client relationship management A client-first approach with strong communication skills Ability to build trust and deliver clear, thoughtful recommendations If youre ready to take the next step in your wealth management career, this could be a great fit. #J-18808-Ljbffr