Senior Financial Consultant, Private Wealth Management, Rawluk & Associates - Victoria, BC

As a Senior Financial Consultant, you will be a fundamental affiliate of the Rawluk & Associates Private Wealth Management team based in Victoria, BC. We are a diverse, vibrant, driven, and award-winning financial planning team. In 2022, our practice was honoured with the Jeff Carney Award for Financial Planning Excellence which recognized us as the top Financial Planning team in the country for IG Private Wealth Management.

Within our practice, your professional and personal aspirations will surely be met. We want for your entrepreneurial and creative mind-set to thrive. We know you already inspire your clients, and we want you to bring that energy and enthusiasm for financial planning to our team. We have an impeccable training curriculum and employ cutting-edge financial planning tools. We want excellence and abundance for you as you shine in client acquisition and asset accumulation.             

If you are currently with a firm and manage a book of clients but do not see bigger possibilities for you or your family, reach out to us. We promise career flexibility, unlimited income potential, and a fun, professional work environment. Our compensation program and opportunity for equity ownership are certain to provide a fulsome lifestyle and powerful legacy for you and your loved ones. 

Ideal week:

• Focus on prospecting, client acquisition and asset transfers into the firm
• Run advanced financial planning discovery, analysis, and implementation of solutions
• Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving financial legacies
• Building high-performing, tax-efficient, fee-transparent investment portfolios
• Utilizing our in-house administrative team to carefully onboard new clients
• Engage with centres of influence to attract high net worth client referrals
• Be involved in the community to raise financial planning awareness and to give back

Ideal candidate:

• Minimum of 5 years of experience in the financial services industry
• Completed industry licensing – MFDA or IIROC
• Life License Qualification Program (LLQP) or willing to obtain
• A financial planning designation, such as CFP designation, considered an asset
• Proven track record for sparking new relationships and bringing on high value clients
• This opportunity is well-suited for an advisor with existing relationships looking to transfer to a financial planning firm

Compensation:

• Combination of a fixed earnings amount and performance incentives
• Expected fixed earnings range of $80,000-$100,000 per year based on education/experience
• An additional performance bonus of 1.5% paid on all mutual funds, ETFs, managed solutions, stocks, bonds, and segregated funds attracted to the firm. The performance bonus will be paid in $15,000 installments upon each $1 million of assets being transferred to the firm
• Opportunity for equity ownership in the practice

About Rawluk & Associates Private Wealth Management
Rawluk & Associates is a leading Victoria-based Private Wealth Management practice providing a full range of financial products and services to high-net-worth families, entrepreneurs, and professionals. For more information, please visit us at: www.rawlukprivatewealth.com