Echelon Wealth Partners Recruitment Blog

Investment Advisors have been straying from larger institutions in favour of smaller, independent firms. At Echelon Wealth Partners, we see the change happening in our industry and believe advisors deserve better options. As we continue to grow our independent firm, the advisors who join us identify the following reasons why they made this choice: 1. Advisors Want More Freedom Investment Advisors tend to leave larger firms or banks for one crucial reason: more freedom. With an independent platform, advisors can give the financial advice they see fit. Advisors who work at large firms can be restricted in how they market their practice and services, by which household sizes they are permitted to service, and how they choose to run their business. 2. Advisors Want the Opportunity to Work at a Smaller Firm Joining Echelon Wealth Partners allows advisors to be part of a smaller firm community and culture while providing the necessary operational infrastructure to succeed. Echelon has a culture of growth and partnership. Echelon is proud to be recognized as one of Canada’s Top 50 Best Workplaces™ for 2022 and certified as a Great Place to Work® for 2017 - 2023. New Paragraph