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Fortüna Risk Management logo

Financial Advisor

Remote
Ontario, Canada
Mid Level
Part-Time

Top Benefits

Full Training
Mentorship
Partnership Ecosystem

About the role

Fortüna Risk Management is expanding, and we’re looking for a licensed, client‑focused Financial Advisor (LLQP required) who’s ready to build meaningful relationships and deliver real value without sales quotas or product‑pushing.

As a Fortüna advisor, you’ll guide clients through personalized financial roadmaps, help them understand their options clearly, and support them with a planning‑first approach. You’ll be backed by a firm that invests heavily in advisor success — from training, mentorship, and compliance support to partnerships that strengthen your client offerings.

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What You’ll Do

  • Client planning — Build personalized financial strategies rooted in education, clarity, and long‑term guidance.
  • Relationship development — Engage clients through trust‑based conversations, not sales pressure.
  • Needs analysis — Identify gaps, risks, and opportunities using Fortüna’s client‑first framework.
  • Compliance alignment — Work in an environment where support with compliance is provided.
  • Community presence — Represent Fortüna professionally in your local market.

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What We Offer

  • Zero sales targets — Your success is measured by client impact, not quotas.
  • Full training & mentorship — Including policies, market analysis, pattern recognition, and client‑based conversation.
  • Advisor‑first culture — Built on the legacy of a firm designed to support advisors, not pressure them.
  • Partnership ecosystem — Access to bookkeepers, CPA'S, and lawyers.
  • Tiered earning commission structure — From Jr. Advisor to Elite Empire Builder, based on FYC.
  • Leads Program - Participate in multiple of our lead generating programs.

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Requirements

  • LLQP license — Mandatory.
  • Mutual Funds license — An asset but not required.
  • Experience — 2–3 years preferred, but strong new advisors with LLQP are welcome.
  • Client‑first mindset — Non‑negotiable.
  • Professionalism — Strong communication, integrity, and reliability.

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About Fortüna Risk Management

Fortüna is built on a simple belief: clients deserve clarity, advisors deserve support, and producs should be the solutions to the clients problems. We deliver client services before any product discussion, and our website highlights our advisors — not sales pitches.

If you want to grow your career in a supportive, ethical, advisor‑centric environment, Fortüna is the place to do it.

This is not a salary or hourly position.

About Fortüna Risk Management

Financial Services
2-10 employees

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