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

Currently hiring for:

 ● Wealth Advisor

● Project Manager

 ● Tax Preparer / Accountant

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. The firm is enabled by technology and supported by people. Together we support each other to grow, thrive and succeed at levels others think is impossible.

Our team is small and as a result we can implement new processes, procedures and technology to suit our needs very quickly. We aren’t afraid to try new ways to accomplish old processes.

*Mortgages are currently provided under the licensing of iBridge Capital #13056 through Trevor Dale, Mortgage Agent

Employee Credo

  1. We take extreme personal ownership over all outcomes and never place blame on anyone else. You are the reason anything goes wrong but you are also the reason anything goes right. Read the book Extreme Ownership by Jocko Willink and Leif Babin for more details.
  2. We care about the things we do and the outcomes that they generate. Take the time to put out high quality.
  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 tool. If a seven year old won’t understand it then you’ve overcomplicated it. Explaining alpha, beta and delta to clients is rarely helpful.
  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. We spend a majority of our waking time working. We might as well enjoy it. Then we can go home energized and excited to spend time around our loved ones.

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

A full service firm that compensates and supports you to provide holistic services to your clients, work with a team and be compensated for it.

We know what it’s like to be on your own without support and the pressure of sales. That’s why we work together as a team.

  • 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
  • Compensation up to 75%

Desired skills/education:

  • 2 years with LLQP, 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*

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*

Project Manager

The quarterback.

Are you the type of person who is looking to quarterback projects but are also willing do run the ball into the end zone when required?

We have many marketing and system improvement initiatives on the go and we are looking for someone to spearhead them.

The ideal candidate will be responsible for setting the scope of projects, prioritizing projects, prioritizing tasks, outsourcing tasks and also doing the projects themself.

 You will report into the owner and have weekly progress checks as well as ongoing communication to work through project details.

Desired skills/education:

  • Project management experience an asset
  • Experience with design/graphic design an asset
  • A keen eye for consistency of branding
  • An ability to coordinate external team members
  • Experience with Canva an asset
  • Experience with video editing an asset but not necessary
  • Experience shooting video an asset but not necessary

*See below for application process*

Application Process

  1. Below, record a 1 minute (no longer, no less). Tell us a little about yourself and why we might be a good fit for each other. 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