Investment Advisor – Convertible Employee Model
Curry Henry Group
1100 Walkers Line., Suite 203, Burlington, Ontario L7N 2G3
1d ago

The CHG is hiring on behalf of a major financial institution.

We are offering an outstanding and unique opportunity for IA’s who wish to remain in an employee model with the option of moving to an independent platform if, and when they so choose in the future.

In this unique employee structure you :

  • Own your own book (in writing)
  • Receive strong marketing, product and services support from a major IIROC Firm
  • Operate with the finest technology and back offices support in the business
  • Earn a superior payout on a production-only grid
  • Have wider flexibility in managing your business
  • Have complete control of your succession plan
  • The options you have under this model give you unparalleled advantages in your career-making decisions. While we appreciate receiving all applications, only those applicants who most closely match the position criteria requirements may be contacted for an interview.

    Required Skills

    This opportunity is available to :

  • IIROC licensed advisors with a min 3 years experience
  • Advisors who manage a min $40MM in client assets and who produce a min of $400K in annual revenues
  • Advisors who are contemplating a move to a principal / agent model and will benefit from the close proximity to that platform at a firm which offers both models.
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