Join Our Team

Join a team that truly puts the client first, is leading edge in technology and enables its employees to perform at their highest level

Life Inside Our Office

We always put the client first and provide whatever solution is best for them. We are independent in product and thinking. We produce our own research and can source investments, life insurance and mortgages from most providers.

The environment is fast paced and open communication. We are accountable for our own actions and expect the most from ourselves. We support each other to grow and thrive and succeed at levels others think is impossible.

Leadership is the core principle among all actions.

Honesty and integrity are our foundation.

Lastly – Simplify EVERYTHING

Employee Rules

  1. We take extreme personal ownership over all outcomes and never place blame on anyone else. You are the reason anything goes wrong and you are also the reason anything goes right. 
  2. Must work at near peak mental and physical output for very long periods of time, with unknown periods of rest.
  3. Be willing to tackle any obstacle, known or unknown, and deliver a solution at a level well above our pay-grade. (see #1)
  4. Communication skills are the single greatest set of tools. If a seven year old won’t understand it then you’ve overcomplicated it.
  5. Clients only do business with us when we are the clear first choice standing far ahead of the competition because we bring incredible value to them. We never hold clients captive and enable them to make the best choice for themselves even if it isn’t with us.
  6. Must be willing to break through your own barriers every single day. 
  7. Have fun.

Open Roles

Life Insurance Broker

We are looking for a licensed life insurance broker to build a book of life insurance clients. Ideally you will already have a book of business and are looking to become more independent and entrepreneurial.

This position is a well rounded position meaning that you are responsible for client interaction, administration, client acquisition, lead generation, social media material and process improvement and technology implementation.

We are a very community oriented firm and spend time introducing ourselves to the residents of which is done door to door and by other activities.

Please read the employee rules above.

This is a commission compensated role. It is mobile and schedule flexible. Work hours include evenings and Saturdays when required to meet with clients.

Desired skills/education:

  • At least 2 years with HLLQP
  • Proven sales track record
  • CFA Level 2 or CIM an asset
  • Has own book of business an asset
  • Analytical experience in equity, bond or economics an asset
  • Retail banking experience an asset
  • 2 years of investment management experience an asset

This role provides the opportunity to provide investment and mortgage solutions to your clients.

Ideally all employees will grow to become licensed in all three areas of portfolio management, life insurance and mortgages.

*See below for application process*

Portfolio Manager

We are looking for a portfolio manager or associate portfolio manager to assist in the management of client accounts. Ideally you will already have a book of business and are looking to become more independent and entrepreneurial.

This position is a well rounded position meaning that you are responsible for research, client interaction, administration, client acquisition, lead generation, social media material and process improvement and technology implementation.

We have automated most of our client onboarding process.

We are a very community oriented firm and spend time introducing ourselves to the residents of which is done door to door and by other activities.

Please read the employee rules above.

This is a commission compensated role. It is mobile and schedule flexible. Work hours include evenings and Saturdays when required to meet with clients.

Desired skills/education:

  • CFA Level 2 or CIM an asset
  • Has own book of business an asset
  • Sales experience an asset
  • Analytical experience in equity, bond or economics an asset
  • Retail banking experience an asset
  • 2 years of investment management experience

This role provides the opportunity to provide life insurance and mortgage solutions to your clients.

Ideally all employees will grow to become licensed in all three areas of portfolio management, life insurance and mortgages.

*See below for application process*

Mortgage Agent

We are looking for a licensed mortgage agent to build a book of mortgage clients. Ideally you will already have a book of business and are looking to become more independent and entrepreneurial.

This position is a well rounded position meaning that you are responsible for client interaction, administration, client acquisition, lead generation, social media material and process improvement and technology implementation.

We are a very community oriented firm and spend time introducing ourselves to the residents of which is done door to door and by other activities.

Please read the employee rules above.

This is a commission compensated role. It is mobile and schedule flexible. Work hours include evenings and Saturdays when required to meet with clients.

Desired skills/education:

  • Licensed mortgage agent
  • Proven sales track record
  • CFA Level 2 or CIM an asset
  • Has own book of business an asset
  • Analytical experience in equity, bond or economics an asset
  • Retail banking experience an asset
  • 2 years of investment management experience an asset

This role provides the opportunity to provide investment and life insurance solutions to your clients.

Ideally all employees will grow to become licensed in all three areas of portfolio management, life insurance and mortgages.

*See below for application process*

Application Process

  1. Prepare a 2 minute (no longer) video and post it in your YouTube account as “unlisted”. Video will include “the hook” which is what you will bring to our team and our growth. This can be as simple as a selfie video shot on your phone.
  2. Send an email to: work@tkdale.com
  3. Include the following in the email:
    1. Cover letter
    2. Resume
    3. Link to YouTube unlisted intro video

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

4 Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!