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Job Description


A national investment firm is looking to add a Manager Investment Advisory Services to their team in Toronto.  The firm specializes in growing the wealth of a specific group of high income professionals. They are the only organization in Canada who works in this niche. The compensation is primarily salary based with a good opportunity to make excellent bonuses.


       Manage the day-to-day activities and development of a team of investment planning advisors and sales associates located across Canada

       Partner with the VP on the hiring and performance management of your team

       Ensure high employee engagement through talent management and coaching

       Deliver results through strong sales management routines and coaching ability

       Mentor the investment associates to ensure delivery of optimal support to the investment advisors

      Promote the company's brand through presentations and speaking opportunities



       Bachelor’s degree; Business or related discipline preferred.

       Certified Financial Planner (CFP Designation)

       Life License Qualification Program (LLQP) or willingness to attain within 3 months of hire

       Ten years in an investment sales representative role; experience with high net worth clients preferred

       Three to five years of prior management experience

       Exceptional skills in navigating Morning Star and Naviplan software; proficient at using the Microsoft Office suite of products

       Bilingualism (French) is an asset

       Strong intrapersonal skills

       Exceptional written and verbal communication skills

      Organized, motivated and positive

Reports directly to VP Investment Advisory Services

Flexibility to travel, as required.

Accommodations are available on request for any candidates that require an accommodation due to a disability or a medical need.  Please contact us at 416-599-4700 or by email at to discuss specific accommodations.

Job Title:
Manager Investment Advisory Services – Toronto
Toronto, Ontario
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