Recruitment Training Manual

Designed By Recruitment Specialists in the Wealth Management Industry.

This guide is a recruitment instruction manual designed to recruit Advisors & Portfolio Managers.

Covering Money Managers, Investment Counsellors, Broker Dealers & RIA’s; this comprehensive, data rich instruction manual is also used as a training device for both executives, managers and recruiters.

This training guide is the only one of its kind available for the wealth management industry in Canada.

Annual Renewal Cost: $995.00

$3,495.00

Key Features:

• Investment Product Fundamentals: Learn the basics of key asset classes to elevate recruitment conversations.

• Industry Terminology: Get clear on essential terms to speak candidates’ language.

• Regulatory Platforms: Understand MFDA, CIRO, OSC, and AMF—and how they impact roles.

• Key Functional Roles: Overview of core roles like Advisors, Planners, PMs, and Counsellors.

• Role Analysis: Match candidates to roles based on fit, function, and firm value.

• Firm Types and Platforms: Understand how firm structures affect talent strategies.

• Advisor Compensation Models: Compare pay models to craft stronger offers.

• Evaluating Books of Business: Learn to value and assess advisor books effectively.

• Organizational Chart Structures: Visualize team roles and org design in wealth firms.

Key Benefits:

• Optimize Hiring: Equip your team to attract top wealth talent.

• Hire Smarter, Faster: Cut time-to-hire with a clear, proven process.

• Better Fit Candidates: Hire people who truly match the role and culture.

• Stay Competitive: Gain an edge in the race for top-tier talent.

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