Management Consultant, Financial sector

Job Number
Job Title
Management Consultant, Financial sector
Salary Range
Competitive compensation and incentive plan. Self-employed.
Finance Jobs
Victoria - BC
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Our client is a leading wealth management firm offering a variety of products to individuals, business owners and families in Canada. They are currently in need of a Management Consultant who will be a trusted Advisor for clients in British Columbia.

This individual will be offered a long-term perspective and unlimited access to training and mentorship as well as great work-life balance. The Management Consultants are self-employed and have the luxury of managing their time independently.

The ideal candidates are Professionals operating in the finance/banking sector who wish to raise their game, leverage a network of local experts, and help Canadians with their investments and financial planning needs!

CFP/PI.Fin certification is mandatory. For those who have not completed it, our client offers an outstanding training program to complete the certification in 4 years, at no cost for the Consultant.

Existing books of business will be highly valued and compensated for with a substantial up-front bonus!

This is a long-term position that offers career advancement opportunities and the chance to substantially increase your annual income.


  • Previous experience selling financial products or a strong interest in developing extensive knowledge in wealth management.
  • Degree in Business, Marketing, or related fields or a combination of education and field experience.
  • Experience in developing and maintaining long-term customer relationships.
  • Ability to work under pressure, meet deadlines and make decisions.
  • Excellent communications, organizational, presentation and negotiation skills.
  • Strong analytical and critical thinking and business acumen.
  • Ability to work autonomously and manage time wisely.
  • Proficient in Microsoft Office.

Recruiter Info


Alessia Pagliaroli

Senior Recruiter at Goldbeck Recruiting Inc.

Alessia takes a consultative approach with all her placements. She feels that, as a recruitment specialist, she is the “eyes and ears of the market” for both the client and candidate. She enjoys bringing value to her clients by being completely transparent, knowing the industry, and providing a competitive point of view.

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