The CHG is hiring on behalf of a well respected financial institution.
Are you an investment advisor without a portfolio manager designation and working for an IIROC brokerage firm or working on your own under an MFDA license.
Here is a new and unique opportunity to leverage your business building through better time management as a financial planner.
How would you like to:
• Earn a 100% payout
• Own and manage the client relationship
• Transfer the client portfolio under the management of an IC/PM professional
• Free up to 20 additional hours per week for business building
• Earn up to $20,000,000 more in net earnings
• Transfer compliance and administrative functions to a major financial institution
• Be able to offer your client a wider products and services offering
• Control your operating expenses more simply
Then you need to take a hard look at a new concept in client asset management.
Under this ICPM firm, your client’s assets are managed under a fully discretionary, fee-based platform by industry professionals. Your time is then free to build your clientele with your special relationship skill set.
Find out how you could be the benefit of a “book buy” without any expenses Operate in you own existing premises and trim your expenses or in offices provided for you in the following centres:
• Down town Toronto
• North York
• West End GTA
Discover how your clients will have client access to professional money managers.
While we appreciate receiving all applications, only those applicants who most closely match the position criteria requirements may be contacted for an interview.