Associate Financial Advisor; Wealth Producer; Arnprior

The Opportunity

This is an opportunity for a financial professional who is passionate about helping clients grow, protect, and transition their wealth through meaningful, long-term relationships — not transactional sales.

You will work within an established, community-driven agency where the focus is doing what is right for the client, and where strong client relationships naturally lead to business growth.

This is not a cold-calling role.

You will be working with an existing book of approximately 2,000 client households — individuals and families who already trust the agency.

• Deepen relationships
• Conduct meaningful financial conversations
• Identify opportunities within the existing book
• Help clients build retirement, protection, and legacy plans

Title: Associate Financial Advisor

Structure: Hybrid (in-office + remote flexibility)

This is a combined service and growth role:

• ~30% client service (reviews, updates, planning conversations)
• ~70% growth (expanding relationships within the book)

You will not be starting from zero — you will be stepping into opportunity.

This is a hybrid role, however it is not a fully remote position.

• Work in the office on a regular and consistent basis
• Be present for client meetings and team collaboration
• Use remote flexibility appropriately, not as a substitute for in-office presence

This role is best suited for someone who values being in front of clients, working alongside a team, and building relationships in person.

After 12 months, success means:

• ~$2 million in new assets under management
• Strong client relationships built on trust
• Consistent contribution to team growth
• Demonstrated ability to work independently and within a team

• 18 years in business
• 6-person team
• Full-service offering:
  • Wealth & investments
  • Life & disability
  • Group benefits
  • Commercial, farm, home & auto insurance

• Existing client base (no cold calling)
• Holistic, client-first philosophy
• Community-driven (philanthropy and local impact)
• Collaborative, close-knit team environment

• We are a team-first setting.
• We work hard and support each other
• We value relationships — internally and with clients
• We believe in doing the right thing, not the easy thing
• We are building a more structured, accountable, team-driven culture

You are:

• Client-focused (not sales-driven)
• Positive, team-oriented, and goal-driven
• Detail-oriented and compliant
• Self-directed and accountable
• Comfortable having meaningful financial conversations

You believe: “If I genuinely do what’s right for the client, the business will follow.”

• Strong fit: Approachable, empathetic, trustworthy
• Calm and confident communicator
• Balanced: not overly aggressive, not overly passive
• Able to build trust with clients who may feel uncertain about finances

• Self-starter (no micromanagement required)
• Takes ownership of results
• Follows compliance and process rigorously
• Works collaboratively within a team environment

• Required: Mutual Fund License
• Minimum 2 years experience in financial services
• Preferred: Life License (LLQP)
• Technical: Salesforce (preferred);
  Microsoft Office / Teams / Outlook

• Base Salary: ~$65,000
• Total Compensation Potential:
  • Mutual Fund Licensed: ~$65K–$85K
  • Mutual Fund + Life Licensed: ~$65K–$95K+
• Additional:
  • Commission on production
  • Potential bonuses
  • Incentive trips (performance-based)
  • Group benefits
  • 3 weeks vacation

You are looking for more than a job. You want:

• A real opportunity (not starting from zero)
• A client-first environment
• A team that supports growth
• A role where your work actually matters to people

This role is for a professional who wants to build something meaningful within an existing foundation — not chase transactions.

If you are looking to grow within a team, serve clients at a high level, and build long-term value, this could be the right opportunity.

This search is being conducted by Leading Advisor, a firm specializing in helping financial advisory businesses hire and build high-performing teams.

If you…