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, CIM, Chief Executive Officer

Why are We Different?

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. We will contact you should a position become available. Support Staff positions include: – Accounting – Administrative – Compliance – Processing