Careers at Exceptional Wealth Management Canada
We love working with great people, whether they’re clients looking for help with their financial goals or professionals interested in creating an Exceptional experience as part of a dynamic team.
If you think you’d be a good fit for our team, let’s have a quick chat.
We currently have opportunities in the following role(s):
Love financial planning, but hate being tied to your dealer?
Are you tired of fighting your office to do the right thing for your clients?
Are you looking for an opportunity to help people achieve their financial goals through comprehensive planning, instead of just selling them products?
The clients you meet today – ten years from now, do you want them to thank their lucky stars that they found you?
We’re Exceptional Wealth Management Canada, and we do financial planning in Victoria a bit differently. We look at our clients’ entire financial picture to help them make informed decisions to achieve their financial goals. We do this through comprehensive financial planning – going beyond investments and insurance. We offer budgeting, coaching, tax strategies, estate planning, and more, because your financial future is more than just returns on investment.
If that’s the kind of advisor you want to be, we should chat.
We are offering you the chance to be part of an experienced team, filled with passion and professionalism. You can expect one-on-one mentoring and business planning for your future; professional partners for coaching, accounting, and lending; opportunities to benefit from Dan Sullivan’s Strategic Coach program; and the freedom that comes from working with an independent dealer, so you can recommend the best product for your clients, instead of proprietary vehicles that kinda-almost fit.
If you have a book of business, we can help you transition from another institution – we’ve had success doing this before, and will offer our support and advice to help you do it, too.
Full disclosure: we expect a lot from you. We run a busy office and we work as a team where everyone contributes. Most days we eat lunch together, chatting about business and non-business stuff. We have a full admin staff to help with the paperwork and client coordination, and we’ve just upgraded our tech to help everyone be as efficient as possible. You will be expected to prospect new clients to expand your niche and grow your business, but we do have a great referral system (our business is built on referrals) with regular leads, and strong marketing to bring in new faces. We have a solid client base and you will have plenty of opportunities to learn how to be the advisor you want to be, as long as you’re willing to learn.
If your idea of being a financial advisor includes luxury cars, expensive lunches, and meetings on the golf course, we’re not the team for you. If you’re willing to work with a team, follow advice, accept constructive criticism, and improve your skills to provide an Exceptional experience to your clients, give us a call. We’d love to meet you.