Financial Advisor / Portfolio Manager, Wealth Management

Posted via LinkedIn Recruiter (not a company profile)

Posted 3 days ago

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About the role

  • Financial Advisor/Portfolio Manager role for established advisors with $7M+ AUM. Offers competitive base + commission, flexible work, and full support.

Responsibilities

  • This opportunity is tailored for established advisors/PMs looking to scale their practice while retaining 100% of their earnings and focusing on client relationships. The role involves bringing and transitioning an existing client book of business to the firm.

Requirements

  • Established book of business (minimum $7M AUM). Must be able to bring and transition an existing client book of business to the firm.

Benefits

  • Competitive base (aligned with AUM) + strong commission structure. Flexible work model. Full operational, administrative, and technical support.

Job type

Contractor

Experience level

Not specified

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

Linkedin Recruiter PostTorontoOntario Toronto

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