Careers

You have 5 years minimum experience in Financial Planning, Investment Planning, Life Insurance (all aspects), client servicing, and marketing. You want to grow and expand your talents and are looking for new challenges with a dynamic organization .

Qualifications:

University or College degree
IFIC/CSC
LLQP
CFP/PFP an added benefit but not a must

Vision Financial Group Inc. (operating as Sharma Wealth Management) is a 13 year old Financial Services Company based in Toronto, ON. We are involved in Investment Planning, Risk Management. Estate Planning, Banking, Group Plans, and Tax Planning. Offered to both Corporate and Individual clients.

We are recognized as a High achieving organization by our dealer partners and our clients.

The company is in growth mode and we need talented people to join our team and share in our success. If you are dynamic and looking for a challenge we want you!

Job Type: Full-time

Salary: $40,000.00 to $60,000.00 /year

Send your Resume and cover letter to us today.

APPLY NOW BY EMAIL

You have 10 years experience in Financial Planning, or Life Insurance (all aspects). You want to grow and expand your business or you would like an exit plan that takes care of your clients.

You have a book of business that is $25M or more IROC and or MFDA.

Your insurance business books a FYC of $100K/yr.

We are interested in partnering, and/or acquiring your business.

Benefits;

As a partner you will have access to well known brands, Manulife Securities Investment Inc./Sharma Wealth Management
Lucrative payouts
Marketing support
Compliance/Back office support
Advanced training on comprehensive financial planning targeting high net worth clients
Cross sell opportunities with no Ontario geographic limitations