Publié il y a 11 mois
Investment Advisor
@ Ventum Financial Corp.
Calgary, Alberta
En bref
Ventum Financial Corp. is hiring a full-time Investment Advisor in Calgary, AB, with a hybrid work arrangement. The role provides personalized financial planning, manages client portfolios and builds investment strategies, paid on a 100% commission structure.
Responsabilités :
- Provide personalized financial planning and investment advice
- Manage client portfolios
- Develop investment strategies aligned with client goals
- Build and grow own client base
- Maintain a regulated book of business
Résumé des exigences :
- CIRO RR licensing or equivalent investment advice licence
- Expertise in financial planning and investments
- Bachelor's or post-secondary degree in finance or related field
- Strong customer service and relationship management
- Prior financial advisory experience is an asset
Outils et compétences
Source et dates
Site carrière / système de candidatures · adp
- Date publiée par l’employeur
- 2025-12-19
- Première détection par notre source
- 2026-10-08
- Mise à jour du dossier source
- 2026-11-07
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Développement des affaires |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Permis et certifications | CIRO RR |
| Formation | Baccalauréat (préféré) |
| Domaines d’études | Finance, Economics, Business Administration |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Ventum Financial Corp.
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit. Ventum Financial Corp. is a compelling option for investors and corporate clients seeking unbiased advice and unparalleled service.
- Abonnés LinkedIn
- 3 856
- Personnes associées sur LinkedIn
- 229
- Bureaux déclarés
- 733 Seymour St, 2500, Vancouver, British Columbia V6B 0S6, CA
- 40 King St W, 3401, Toronto, Ontario M5H 3Y2, CA
- 350 7 Ave SW, 4000, Calgary, Alberta T2P 3N9, CA
- 75 Thornhill St, 5, Morden, Manitoba R6M 1P2, CA
- 5262 Argyle St, B, Port Alberni, British Columbia V9Y 1T9, CA
- 813 Victoria St, Prince George, British Columbia V2L 2K7, CA
- 1840 3rd Ave, 101, Prince George, British Columbia V2M 1G4, CA
- 8400 Jane St, 200, Vaughan, Ontario L4K 4L8, CA
- 880 Douglas St, 620, Victoria, British Columbia V8W 2B7, CA
- 201 Portage Ave, 1530, Winnipeg, Manitoba R3B 3K6, CA
- Catégories d’activité
- Finance
- Autres noms enregistrés
- Ventum Financial Corp.
- Ventum Financial
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit. Ventum Financial Corp. is a compelling option for investors and corporate clients seeking unbiased advice and unparalleled service.
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 201-500 employees |
| Siège social | Vancouver, British Columbia |
| Type d’organisation | Privately Held |
| Fondée en | 2024 |
| Offres sur Jobsy | 7 |
| Voir la page |
Company Description
Ventum Financial Corp. is an independent full-service brokerage. We are a Canadian-owned and operated private client and capital markets firm, renowned for its client-centric approach and entrepreneurial culture. The firm offers comprehensive and unbiased financial advice tailored to meet the unique needs of each client. With a focus on unparalleled service, Ventum Financial provides innovative solutions to investors and corporate clients. We are committed to excellence and building long-term relationships with our clients.
Role Description
This role is suited for advisors with existing practices or ready to build their own successful practice on a 100% commission-based compensation structure with an industry leading competitive grid. This is a full-time role located in our Calgary, AB office, offering the opportunity for a hybrid work arrangement. As an Investment Advisor at Ventum Financial you will be responsible for providing personalized financial planning and investment advice, managing client portfolios, developing investment strategies aligned with each client’s financial goals and ability to use our internal Financial Planning and Portfolio Strategy partners. The role includes collaborating closely with clients to address their financial needs, identifying growth opportunities, ensuring exceptional customer service, and maintaining a regulated book of business.
The role may also offer opportunity in succession planning, both in acquiring a book of business and ability for a gradual transition period for planned retirement
If you are looking for an entrepreneurial role where you operate autonomously, requiring you to actively acquire and develop your own client base to drive your business and determine your earning potential. We are looking for individuals prepared to take ownership and lead the growth of their own professional venture within our supportive platform.
Qualifications
- Expertise in Financial Planning, Investments, and Investment Strategies
- Comprehensive knowledge of finance and financial markets
- Exceptional Customer Service and relationship management skills
- Excellent analytical, communication, and decision-making abilities
- Licensed to provide investment advice (e.g., CIRO RR licensing, and other relevant designations/certificates)
- Bachelor’s degree or post-secondary in Finance, Economics, Business Administration, or a related field
- Prior experience in a financial advisory or wealth management role is an asset
- Technological proficiency with investment software and tools
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.
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