Passing the licensing exams proved your discipline, but most agencies never actually teach you the advisory side. If your days are spent being told to pitch your warm market or recruit, instead of learning how to manage serious capital and advise business owners, your production is going to stall.

We run an established advisory practice under PFSL in Alberta. Our desk works primarily with retirement rollovers, pensions, and legacy estate planning for local business owners and families.

We are looking to mentor 2 Junior Advisor who wants to learn how real advisory work is actually done:

We teach you how to analyze pensions, position solutions with authority, and prospect high-value clients professionally.

You keep full ownership of the equity, commissions, and AUM trailers you build.

We expect you to bring the drive to prospect and do the work—we provide the blueprint, structure, and high-level case guidance.

Requirements: Active LLQP or IFC, bilingual (second language required), and Canadian Citizen or PR.

If you already have your credentials and want to see if our branch structure aligns with your goals, text 403-869-4465 or send a direct message.