Advisor Hunt is for Financial Advisors. We hunt for established advisors seeking to maximize their career wealth.Our mission is to grow advisor wealth by providing access to and facilitating value-creating partnerships and deals. > For established Financial Advisors > Advisor and book transitions > Maximize career wealth > Discrete processes > Across CanadaWe work from several locations across Canada, with all of our Consultants attached to our head office in the Old Port of Montreal.Be Deliberate.

• Responsible for business and territory development, new client acquisition, and outside sales • Provide financial planning advice, with an emphasis on tax efficient investment planning to high net worth individuals, and businesses including retirement and succession planning • Leveraged partners and maintained relationships with numerous professionals such as lawyers, tax specialists, accountants, mortgage brokers, notaries, actuaries at an arm’s length basis • Prepared and presented financial plans and investment reviews to help clients better understand their financial situation • Portfolio Management; designed, recommended, and implemented investment policies and performed regular portfolio monitoring and reviewing to verify performance• Consistently overachieve sales mandate and recipient of RBC’s 2016 National Top Performer prize.

• Developed and implemented targets and a tactical plan for market development and client acquisition • Organized events centered on client acquisition, network appreciation and product promotion • Execute tactics including cold calling, shoe leather marketing, and networking • Responsible for conducting credit due diligence and risk assessment • Provided strong customer service leadership to resolve conflicts which resulted in client retention and renewal

• Assisted in maintaining client relationships. • Contributed to the acquisition of new wealth management clients.• Organize client events centered on client acquisition.