Role overview

A planning‑first, independent wealth platform based in the Prairies is seeking experienced financial advisors who believe real value comes from advice, not products. The firm operates multiple offices across key communities in Manitoba and Saskatchewan and is actively growing through strategic expansion and acquisitions.​

Advisors join a model that clearly separates portfolio management from financial planning and insurance, so they can focus on client relationships, strategy, and long‑term outcomes while leaning on specialist investment partners.​

Ideal advisor profile

The ideal advisor for this platform is:

• An advice‑centric planner who wants to put financial planning at the core and treat investments as one tool within a bigger strategy.​

• Licensed for financial planning and/or insurance and comfortable working within a clearly defined, highly compliant framework alongside external portfolio managers.​

• Rooted in or committed to the Prairie provinces, with a desire to build a durable regional practice and deep community connections.​

• Collaborative by nature, valuing shared expertise and a team environment more than a purely solo, product‑driven model.​

Platform value proposition

Advisors aligned with this platform gain:

• Planning‑first, shared‑service structure

• A regulated co‑servicing model where independent portfolio managers handle day‑to‑day investment management, freeing advisors to focus on holistic planning and protection strategies.​

• Clear role clarity that supports trust, transparency, and a genuinely client‑centred experience.​

• Institutional‑grade investment access

• Access to a curated lineup of institutional‑style portfolio management firms across Canada, with significant assets under management and deep research capabilities.​

• Ability to offer bespoke portfolio solutions without needing to be the portfolio manager, while remaining the central, trusted advisor.​

• Prairie‑based growth platform

• A growing regional firm with established offices and a commitment to thoughtful, sustainable expansion in Manitoba and Saskatchewan.​

• A modern culture that blends professionalism with approachability, giving advisors room to shape their practice while contributing to the next chapter of the firm’s growth.​