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Investment Advisor in Calgary at Jones Graham Consultants Inc

Date Posted: 5/2/2018

Job Snapshot

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Job Description

Category: Financial Services

Location: Calgary Alberta Canada

Are you ready to be an Independent Business Owner?

Are you ready to develop and use your own investmentstyle and models?
Are you looking for more flexibility and control of managing yourbusiness? 

Jones Graham Consultants has been engaged by one ofCanada's Premiere Independent Client Centric Investment Firms and we areactively seeking like minded investment advisors.  

Our clientoffers:

  • Attractive transition payout with transition admin support
  • An unbiased product shelf includes all products in the investment universe, including managed accounts to IFM Platform.
  • Access to Industry Research
  • Compliance management
  • Highest payout model, you control your own costs
  • Cutting edge CRM technology, trading platforms, asset allocation and back office support systems
  • 100% ownership of client relationships

You have:

• At least 3-4 years of Financial Advising experience
• AUM client book of $30m

Details Apply Now