Milestones Financial Group Inc.

09/26/2024

02/15/2023

Milestones Financial Group is looking for a brilliant Financial Planner looking to join our team.

One of the best things about our work is always having an amazing financial planning community around us.

We are looking for candidates to help clients with life milestones. We truly believe that the person we’re looking for is already connected to our community and we cannot wait to hear back from you!

If you (or someone you know) have interest + experience in joining a dynamic team and feel excited about joining an established boutique based financial planning firm, we’d absolutely love to hear from you!

A Couple of Quick Notes:
• This position is open to everyone who holds themselves out as a financial planner and you’d be primarily working virtually!
• We’re looking for someone to join us full-time and then grow into an integral part of our business development plan.

The candidate will receive :
*electronic platform to meet client's needs remotely and virtually.
*Top tier rates for mortgages and Gics.
*Access to our automated ETF platform
*custom investment app allowing clients to view their portfolio 24/7 and file transparency.
*Acess to funds specifically available for business and business owners. (unsecured Financing)
*Acess to the 2019 and 2020 top-rated independent investment dealer. (mutual Fund, ETF and exempt market.

If you have any questions, email us at [email protected]

Be well,

Jorge Vicente
Senior Financial Planner & CEO
Milestones Financial Group
Over 20 Years

If you know of anyone who might be a good fit for this position, please feel free to forward this email to them!


HELPING DURING LIFES MILESTONES™

08/29/2022

Remember to take advantage of generous tax benefits while building up your retirement wealth with a Registered Retirement Savings Plan (RRSP).

We regularly review your RRSP and ensure it’s as tax-efficient as possible, and we keep your investment portfolio diversified and profitable! Click to find out more and speak to us today!

11/21/2021

Came across this house while out and captured the moment.

09/27/2021

Great day and weather for all that attended and raised money for a great cause for sick kids hospital hats off to the organizer Saturn.

The Kids really enjoyed it young and old.

08/22/2021

Speed therapy nice day for a drive after a long week. Great job on the camera and keeping up. CSC participant clearly making it look easy keeping up. 👍

05/09/2021

Happy Mother’s Day

02/21/2021

With Tax season around the corner and covid effecting us all it may be a good time to build your safety nest.
It’s never to late to catch up borrowing to invest or pay debts. Take Advantage of RRSP loan and use your refund to pay off debts or save for your home purchase cutoff date is end of February if you want to receive a refund cheque or pay less tax.

Btw RRSP are not locked in as some people may believe

A picture is worth a mile words so remember. Time value of money and rule of 72. We are are to help with all your life’s Milestones.

Call one of are advisors and see how Milestones Financial Group is your one stop source for independent financial advice we are contracted independently offering capital requirements to grow your business, mortgages, tax and estate planning and risk management to name a few.