Teams That Matter

A Private Wealth Team that delivers high end solutions to complex needs across client assets, liabilities and risk mitigation through wealth planning.

Life Inside Our Office

We build successful, long term practices around life insurance, mortgages, investments and financial planning.

We work hard but we love what we do. We are problem solvers. We solve financial problems for our clients and find intelligent ways to build professional practices.

We always put the client first because we know that the better the job we do for the client, the more business we will receive back from them and referrals.

We are a boutique start-up private wealth firm. This is one of the most exciting places to be.

Advisor Growth

1. We don’t shrink situations to an advisor’s capability, we grow advisors to handle bigger situations through our exclusive Elevated Executive training only available for TK Dale Wealth advisors.

2. Development on sales, financial planning, product and fulfillment.

3. Continuing education

4. Ever evolving technological solutions and integrations

5. Opportunity to manage teams or expand into other areas

6. Great compensation packages

The Ideal Candidate…

…Will be a self-starter, independent worker, problem solver, sales-oriented, service-oriented, excellent communicator, enjoy having valued team members and want to build something they can be proud of. Something for their own future.

We look for people who can grow their book and have a strong compliance culture. Someone who looks to do what’s in the clients’ best interest. You will be detail oriented, have the ability to work independently and willing to work flexible hours to suit the needs of the clients.

Open Roles

Wealth Advisor

The Wealth Advisor finds financial planning solutions for assets and risk mitigation.

They will work with our mortgage brokers to integrate liability solutions appropriate for their clients.

  • Competitive compensation
  • Opportunity to grow into a portfolio manager or team lead
  • Ability to earn added income for referrals to other divisions
  • Top of the line CRM and financial planning software
  • Book transition assistance
  • Assistance with sophisticated clients
  • Fully mobile enabled
  • Flexible schedule
  • Marketing material support and automated social media posting
  • Training provided

Desired skills/education:

  • 2 years with LLQP ideal, willing to consider new agents
  • Proven sales track record
  • Retail banking experience an asset
  • Own book of business an asset
  • CFA Level 1 or CIM an asset but not required

*See below for application process*

Mortgage Agent/Broker

Your success is our success.

Finally, a firm that can fully help your clients achieve their goals where you can be compensated for your efforts.

As a member of TK Dale Wealth, you’ll have access to leading edge mortgage technology that auto-mines your existing book to find you deals.

You’ll have access to experts and support to help you get deals done.

We will help you better advise your clients on life transitions and retirement goals. Should your client use our services for life insurance or investments then you will be compensated.

You’ll also have access to top tier comp payouts with lenders.

 Be a part of doing things the right way.

Desired skills/education:

  • Strong sales experience
  • Mortgage or credit experiences
  • Licensed with FSRA preferred
  • Experience in a bank branch preferred
  • Willing to teach and grow the right individual

*See below for application process*

Tax Preparer / Accountant

Have you ever wanted to become an independent tax preparer or accountant?

We are looking for an in-house tax preparer for ourselves and our clients.

The successful candidate will start with a small beginning book and will be able to leverage our existing clients while you build out your own clients and services.

This role works harmoniously with other departments such as investment, life insurance and mortgage professionals to grow the tax prep business and vice versa.

The tax preparers will keep the majority of the revenue earned and have opportunities for other income. 

Desired skills/education:

  • Be an existing tax preparer an asset
  • University degree in accounting an asset
  • Own prospective book of clients an asset but not required
  • Sales experience an asset
  • Desire to build your own practice

 

*See below for application process*

Application Process

  1. Record a 1 minute (no longer, no less) video using the below Videoask. Tell us a little about yourself and why we might be a good fit for each other. 
  2. Send an email to: work@tkdale.com
  3. Include the following in the email:
    1. Cover letter
    2. Resume