Role overview

A leading Canadian wealth management firm with a significant presence in Toronto is seeking experienced financial advisors who want to build or continue a planning-led, relationship-driven practice under one of the most recognized brands in Canadian financial services.

This platform is purpose-built for true holistic advice. Advisors deliver coordinated financial planning that integrates investments, insurance, tax and retirement strategies, and estate planning, supported by in-house specialists, advanced planning teams, and institutional-grade infrastructure.

Advisors join a well-established Toronto advisor community with strong brand recognition, a steady flow of referrals, and the ability to serve mass affluent, professionals, and business owners through to high-net-worth households in a deeply client-centric, goals-based model.

This is an opportunity for advisors who want to grow a real planning practice, not just manage products.

Ideal advisor profile

The ideal advisor for this platform is:

• An experienced financial professional (typically 3–10+ years) with securities and/or insurance licensing who wants to build a holistic, advice-first practice rather than operate in a transaction-driven model.

• Already serving families, professionals, or business owners in the GTA and comfortable building long-term, multi-generation client relationships.

• Values structured financial planning and is motivated to deliver integrated solutions across retirement income, tax efficiency, risk management, and estate planning.

• Growth-oriented and coachable, open to mentorship, collaboration, and best-practice sharing within a large national advisor community.

• Entrepreneurial in mindset, but appreciative of brand, process, and institutional support rather than having to build everything alone.

Platform value proposition

Advisors aligned with this platform gain:

Holistic planning infrastructure

• A mature, proven financial planning process, supported by robust planning software, structured frameworks, and high-quality branded client deliverables.

• Direct access to advanced planning, tax, and insurance specialists to support complex client cases, business owners, and intergenerational wealth conversations.

• A model designed to support advice depth and client outcomes, not just asset gathering.

Brand, support, and growth systems

• One of the most trusted and recognizable wealth brands in Canada, helping open doors with clients and centres of influence.

• Built-in marketing, training, and practice-management support to help advisors:

• Sharpen their value proposition

• Systematize their client experience

• Scale their practice in a professional, repeatable way

• A collaborative culture with strong peer communities, coaching, and leadership support.

Product breadth and integrated advice

• A comprehensive suite of investment and insurance solutions that can be tailored to different life stages, planning needs, and complexity levels.

• A platform designed to integrate planning, investments, and protection into a single cohesive advice relationship rather than siloed product conversations.

• The ability to confidently serve both accumulation and decumulation clients within the same planning framework.