Advisor Opportunities

Work at TriDelta Investment Counsel

We are looking to expand our team and seek portfolio managers, investment counsellors, investment advisors, private bankers and financial planners.

TriDelta Investment Counsel will enable you to offer your clients a rather unique full service wealth management model delivered via a team approach. We offer independent discretionary investment management, cash management, insurance (life & health), estate planning and mortgage solutions. The focus is on the client and being their CFO.

Our Portfolio Managers/Wealth Advisors operate independently, but have unlimited access to team specialists, as well as ongoing financial and estate planning for their clients. Our investment solutions are fee based, and we provide a full range of equity and fixed income solutions for clients. Through our extensive media presence and marketing programs, we will provide support with finding target clients.

Our entrepreneurial business model will go a long way in ensuring a great working environment unlike the typical bureaucratic roles in many large organizations.
Compensation includes a base salary and a variable component (revenue sharing, bonus, and equity).

Qualification requirements:

  • CFA or CIM Designation mandatory
  • CFP ® Designation preferred
  • Registrable as an advising representative or associate advising representative
  • 5+ years of client relationship management
  • Outstanding commitment to client service
  • Current investment book of at least $25 million
  • Ability to speak a language in addition to English is an asset

 

If you want to learn more about TriDelta Investment Counsel, please contact Anton Tucker for a confidential discussion by phone at (905) 330-7448 or by e-mail at anton@tridelta.ca.

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