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?
You are a successful, established advisor seeking to focus more on affluent client management growth while owning your business entirely and maximizing profit.
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:
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: