Now Hiring: Financial Planning & Investment Specialist
Work independently with full team support
Join Our Team
Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!
Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Advisor to join our growing team!
We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.
About the Role
As a Financial Planning & Investment Specialist, you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.
What You’ll Do
✅ Meet with clients to understand their goals and create personalized plans
✅ Recommend investment and insurance solutions that fit their needs
✅ Review and adjust portfolios as needed
✅ Build long-term client relationships based on trust and results
✅ Stay up-to-date with financial trends and opportunities
What We’re Looking For
✔ Mutual Funds and Life Insurance licenses (in good standing)
✔ CFP® designation (or working towards it)
✔ At least 3 years of client-facing financial services experience
✔ Great communication and relationship-building skills
✔ A proactive mindset and a passion for helping others
Why Join Us?
💰 Competitive salary + performance-based bonus
📈 Growth opportunities with clear career path and mentorship
🤝 A collaborative and dynamic team culture
🎯 Access to in-house opportunities and resources to help you succeed
Your Benefits
Health and dental coverage
RRSP matching program
Paid time off and vacation days
Ongoing professional development support
Ready to take the next step in your advisory career? We’d love to hear from you!
Only candidates selected for an interview will be contacted. Thank you for your interest!