Associate Advisor – Wealth Management

Vision Financial Group Inc. (operating as Sharma Wealth Management) is a 17 year old Financial Services Company based in Toronto, ON. We are involved in Investment Planning, Risk Management. Estate Planning, Banking, Group Plans, and Tax Planning. Offered to both Corporate and Individual clients.

We are recognized as a High achieving organization by our dealer partners and our clients.

The company is in growth mode and we need a talented professional to join our team and share in our success. If you are dynamic and looking for a client focused role, then we are interested in exploring this opportunity in more detail with you

You are passionate financial planner have 5 years minimum experience in Financial Planning, Investment Planning, (all aspects), client servicing, and digital marketing. Experience in dealing with High net worth clients and business owners.

You want to grow and expand your skills and are looking for new challenges with a dynamic organization.

Qualifications:

  • University or College degree
  • IFIC/CSC
  • LLQP
  • CFP/PFP an added benefit but not a must

Benefits;

  • You will have access to well known brands, ManuLife Securities Investment Inc./Sharma Wealth Management
  • Lucrative payouts
  • Marketing support
  • Compliance/Back office support
  • Advanced training on comprehensive financial planning targeting high net worth clients

TO APPLY:

If you have the skills and experience required for this position, please forward your resume to:

E-mail: nsharma@sharmawealth.ca

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