Retiring? Want to get out of investment advising? Best prices paid for book of clients.

  • ClassificationAdvisor
  • Salary
  • Work typeFull-time
  • LocationSaskatchewan, Canada
  • Posted on13 Oct 2017
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Are you retiring, want to slow down? Love financial planning or the insurance side but finding the investment side rules and regulations along with too much handholding of upset clients stressful?

Portfolio Manager running a fiduciary practice willing to take over the parts of your day you hate and allow you to do what you do best.

Continue to be paid for the relationships you have built up and referrals that naturally still come to you without the full on stress you have now.

Excellent way to transition both your clients and yourself into retirement with less shock.

What would your dream job look like? Contact us to see how we can help you make it happen in the most flexible and profitable way for you.

All responses held in strictest confidence so don't worry about your existing dealer or network finding out. 

 

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