Advance your financial advisor career with kurt rosentreter
learn more about financial and investment advisor jobs and career opportunities
Looking to Join one of Canada’s Leading Financial Advisory Firms?
Join the elite wealth management office of Kurt Rosentreter at 2848 Bloor Street West in Toronto, in the premier Kingsway neighborhood.
- A sophisticated office with advanced tools for the established advisor seeking to be a leader in Canadian wealth management.
- A training and coaching mentorship for advisors transitioning to IIROC from MFDA or insurance.
- A developmental office for aspiring advisors needing a helping hand.
Our Advantages
- The freedom to offer products from a wide range of institutions – objectivity and independence is essential to becoming a trusted advisor.
- You own your book of business – and this will never change.
- No contracts to sign. You are your own business professional. Period.
- No limits on where you can attract and work with clients.
- No sales quotas.
- Flexible, high payouts on revenue.
- A financial planning culture.
- A succession program to take care of your family.
- Referrals of new clients to help you grow.
- A strong national brand – learn more at www.manulifesecurities.ca
- A local office owner that will help you grow
You are a successful, established advisor seeking to focus more on affluent client management growth while owning your business entirely and maximizing profit.
- A classy heritage brick and beam building with high ceilings near the world famous St. Lawrence market. Inexpensive client parking is nearby and we are steps from Union Station.
- Monthly strategy sessions among peers to share best advisor practices.
- State of the art stock and bond wrap programs and fee based accounts – wide fee flexibility.
- Third party stock research tools and a leading bond desk.
- Capital market group providing new issues, private company advisory services and advanced support on all investment matters.
- High advisor grid payouts.
You are a successful MFDA or insurance licensed financial advisor seeking to convert to the IIROC platform to offer a broader array of investment products in the new stock and ETF world.
Attend our popular national “IIROC School” offering a week of training on all topics (compliance, products, marketing, planning and more) essential to becoming an IIROC financial advisor.
Training and coaching on:
- How to use research and select stocks, bonds and ETFs.
- Portfolio construction using individual securities; converting from mutual funds and how to transition.
- Positioning your new IIROC practice with existing clients.
- How to market to new clients interested in stocks and bonds.
- Training on trading techniques to minimize errors and maximize productivity.
- Exploring fee based accounts – who it is right for, how to convert clients, compensation adjustments and leading selling techniques for fee based.
- Winning strategies for attracting new clients in your practice.
You are a new or emerging financial advisor seeking to learn the basics of building a successful practice, providing proper planning services, learning how to attract new clients and earning a growing compensation base.
Seasoned guidance, mentorship and ongoing coaching on:
- How to prepare a financial plan and how to construct a portfolio.
- Servicing standards for clients.
- How and when to hire staff.
- Attracting and winning new clients.
- Tools, charts, checklists and letter templates for practice efficiency.
- Dress for success and first impressions.
- Flexible financial arrangements until you are on your feet!
