Full-Time Permanent
Calgary, AB, CA
Edmonton, AB, CA
Montreal, QC, CA
Ottawa, ON, CA
Port Alberni, BC, CA
Prince George, BC, CA
Toronto, ON, CA
Vancouver, BC, CA
Victoria, BC, CA
Winnipeg, MB, CA
COMPANY OVERVIEW:
We’re a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We service clients across Canada from our offices in Toronto, Ottawa, Winnipeg, Vancouver, Calgary, Victoria, and Edmonton.
POSITION OVERVIEW:
Ventum Financial Corp. is currently looking for Investment Advisors to join our Private Client Services team in our various office locations mentioned above. Our national platform provides an opportunity to build your business with an independent Canadian company that truly values Partnership. With strong financial roots, Ventum offers: renowned research, market-leading commission structure, unique access to special situations, and holistic business planning tools. This is an excellent opportunity for experienced and dedicated Advisors with an existing book of business to join a mission-oriented company with a fresh brand and future growth potential.
KEY RESPONSIBILITIES:
- Build and develop your client base as you manage and grow their portfolios, selecting the most appropriate investment solutions to meet their financial plans and goals
- Build trusted and diverse relationships with business owners, individuals, families, professional associations and foundations, based on personalized client services and advice
- Establish and maintain reciprocal relationships across all Ventum teams and stakeholders
- Participate in key initiatives that advance our strategy, reputation and brand.
- Any other administrative duties as required
REQUIREMENTS:
- 5 years of Investment Advisory experience within a CIRO regulated environment
- Outstanding relationship-building and interpersonal skills
- Exceptional verbal, non-verbal and written communication skills
- Polished presentation and consultative skills – must be able to gain credibility and respect across a diverse spectrum of professional services clients
- Ethical, trustworthy and fully committed to supporting business objectives while ensuring all regulatory and compliance controls are maintained at all times
- Team-player – oriented and invested in continuing to cultivate a unique identity, brand and company culture
- Consistently demonstrate Ventum’s Values and acts as a positive team-player
QUALIFICATIONS:
- Strong oral and written English communication skills
- At least 3 years of Sales Administration experience in the investment industry is a must
- 5+ years of experience within a sales and/or brokerage industry environment is a strong asset
- Canadian Securities Course (current)
- Conduct & Practices Handbook (current)
- Advanced skills in Microsoft Office (Excel, PowerPoint and Word)
- Requires exceptional discretion and confidentiality in handling sensitive information
- Acts as a positive team-player – trustworthy, capable, and reliable
WE OFFER:
- The flexibility to be your own boss while working within a national platform
- Operational support for a variety of advisor practice styles, from transactional and deal-oriented to managed account and fee for service
- Planning and development tools to help you grow your business with one-on-one coaching by local branch leaders to help you assess your business, develop an individual plan and partner in implementation
- Comprehensive onboarding process and continuous education / development programs
- Virtually unlimited investment solutions backed by top-ranked research
- Unlimited earning potential and a competitive benefits package
- Strong corporate structure with established Marketing, Technology, Compliance and Operations teams
We thank all applicants for their response but only those considered for an interview will be contacted.
Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.