SENIOR FINANCIAL CONSULTANT
Vassalo & Associates Private Wealth Management is currently seeking a thoughtful, genuine entrepreneurial-minded individual to join our team of highly motivated and successful professionals providing holistic financial planning and services to clients of significant means.
As an established and fast growing professional full-service advisory firm in the Waterloo Region, our mission is to support clients in achieving new heights of financial success, so they have the freedom to live their lives their way both now and in retirement. You will see that while we make no room for mediocrity, we are a highly supportive team that enjoys working together and believes in the power of work-life balance.
The successful candidate will have a minimum of 10+ years of proven business development and sales experience, ideally in the financial services industry since they will be spending at least two-thirds of their time devoted to external business development efforts. At minimum, they must be MFDA and Life Insurance (LLQP) licensed. Ideally, they will have acquired or be on track towards their CFP® certification.
For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We offer exceptional income potential, where your earnings are reflective of your efforts. If you are looking for limitless career development opportunities, challenging and rewarding work and a team that puts clients first, contact us to discuss your next move.
If you are unsure whether you have all these qualifications, please get in touch with us anyway. We are curious about what you can bring to make our team even better, and that sometimes doesn’t show up as having "ticked all the boxes."
This is a full-time opportunity to establish a variable-income and self-employed business in association with Investors Group Financial Services Inc.. Submissions are subject to an initial and ongoing review process. IG offices are located in all provinces and territories in Canada. Trademarks, including IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations
Please send your resume or email inquiries directly to firstname.lastname@example.org
We thank all applicants, however, only those under consideration will be contacted.