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Our financial advisors believe in providing one-on-one service. They listen to your requirements and financial goals and offer tailored plans in language that you understand.


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 IIROC 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 CFP, FMA, FCSI , AMP , Chief Executive Officer

Reasons to Choose Security Financial

  • 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
  • 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
  • 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
  • Web-based order entry system for mutual funds
  • On-line access for clients
  • Contact management software
  • Intranet advisor site
  • Internal e-mail
  • Strong industry experience
  • Highest levels of industry education
  • Clear vision for future of business
  • Proven performers

 

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