Message from the Principal

Thank you for your interest in Security Financial Services & Investment Corp. Our primary focus at Security Financial is to provide advisors with the tools, resources and environment conducive to building a successful Financial Planning practice. I have the confidence to accomplish this as I am an advisor and understand the challenges and opportunities facing advisors today.

Our strength comes from the considerable experience gained in a proprietary MFDA model, an independent MFDA model, and a full-service brokerage IDA model. We are committed to providing a level of support that addresses the specific needs of each advisor.

Whether you are in the early stages of your career, a senior advisor, or aspire to build your own independent branch, we have developed a process that leads to success. We invite you to explore a career with Security Financial Services & Investment Corp.

We look forward to hearing from you, Leo Belmonte BA, CFP, FMA, FCSI Chief Executive Officer

Reasons to Choose Security Financial

• Culture
• Independence
• Compensation and Benefits
• Platform
• Senior Management
• Support Staff Opportunities & Student Co-Op

Culture

• A shared sense of purpose, belonging, and connection within the entire organization.
• Family atmosphere
• Recognition and Awards
• Sharing of ideas
• Training sessions
• Monthly branch meetings
• Year-end award function
• Benchmark incentives throughout the year
• Community involvement
• Strong corporate branding
• Positive re-enforcement
• Corporate organized clients events

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Independence

• Own your own book (portability)Lack of bureaucracy
• Branch manager opportunities
• Associate branch opportunities
• Freedom to build your book as you want
• No pressures to offer specific product
• Manage your time independently

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Compensation and Benefits

• Competitive payout
• Group RRSP and health benefits
• Retiring package (sale of book upon retirement)
• Stationary and corporate materials at discounted prices
• No hidden fees or charges
• Sharing of redemption fees
• Payment of account transfer out fees
• Asset transfer team to assist in the transfer of your book
• Mentorship program for new advisors

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Platform

• Web-based order entry system for mutual funds
• On-line access for clients
• Contact management software
• Intranet advisor site
• Internal e-mail

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Senior Management

• Strong industry experience
• Highest levels of industry education
• Clear vision for future of business
• Proven performers

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Support Staff Opportunities - Feel free to submit your resume for our files. careers@securityfinancial.ca  We will contact you should a position become available. Support Staff positions include: - Accounting - Administrative - Compliance - Processing

For more information contact us to day.